Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

 | 

WKN 778924

Market cap (in EUR)
116.497 m
Country
Japan
Sector
Financiën
Dividend yield
2,50%
 

Overview

Quote

Description

Sumitomo Mitsui Financial Group, Inc. is een houdstermaatschappij die zich bezighoudt met het beheer van haar dochterondernemingen die financiële diensten verlenen. Het is actief via de volgende segmenten: Wholesale, Retail, Global, Market en Head Office Management. Het Wholesale Business segment werkt met binnenlandse grote ondernemingen en kleine en middelgrote ondernemingen. Het segment Retail Business heeft te maken met binnenlandse individuele klanten. Het Global Business segment heeft te maken met overzeese Japanse en niet-Japanse bedrijven. Het segment Market Business heeft te maken met financiële markten. Het Head Office Management segment dat niet tot een van de bovenstaande divisies behoort. Het bedrijf is opgericht op 2 december 2002 en het hoofdkantoor is gevestigd in Tokio, Japan.
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Financiën Bankieren Internationale banken Japan

Chart

Financials

Key metrics

Market capitalisation, EUR 116.497 m
EPS, EUR 2,18
P/B ratio 1,4
P/E ratio 15,6
Dividend yield 2,50%

Winst- en verliesrekening (2024)

Revenue, EUR 60.735 m
Net income, EUR 7.207 m
Profit margin 11,87%

In welke ETF zit Sumitomo Mitsui Financial Group, Inc.?

Er zijn 57 ETF's die Sumitomo Mitsui Financial Group, Inc. bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Sumitomo Mitsui Financial Group, Inc. is de iShares MSCI Japan SRI UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0,14%
Aandelen
Wereld
7.338
UBS Core MSCI World UCITS ETF USD acc 0,13%
Aandelen
Wereld
6.074
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0,20%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,05%
Aandelen
Wereld
Multi-assetstrategie
889
VanEck World Equal Weight Screened UCITS ETF A 0,40%
Aandelen
Wereld
Equal Weighted
1.181
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,12%
Aandelen
Wereld
27.871
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 2,92%
Aandelen
Japan
Sociaal/Milieu
26
iShares MSCI Japan UCITS ETF (Dist) 2,42%
Aandelen
Japan
1.650
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating 2,04%
Aandelen
Japan
54
UBS MSCI World Socially Responsible UCITS ETF USD dis 0,60%
Aandelen
Wereld
Sociaal/Milieu
Klimaatverandering
3.913
Xtrackers Nikkei 225 UCITS ETF 1D 0,09%
Aandelen
Japan
1.570
UBS Core MSCI World UCITS ETF USD dis 0,13%
Aandelen
Wereld
1.316
Invesco Global Enhanced Equity UCITS ETF Acc 0,10%
Aandelen
Wereld
Multi-factorstrategie
326
iShares Core MSCI Japan IMI UCITS ETF USD (Dist) 1,91%
Aandelen
Japan
154
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0,29%
Aandelen
Wereld
Dividend
1.553
Vanguard FTSE Developed World UCITS ETF Acc 0,13%
Aandelen
Wereld
4.833
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0,16%
Aandelen
Wereld
Sociaal/Milieu
1.846
UBS Core MSCI World UCITS ETF hGBP dis 0,13%
Aandelen
Wereld
93
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,02%
Aandelen
Wereld
Multi-assetstrategie
35
VanEck Multi-Asset Balanced Allocation UCITS ETF 0,45%
Aandelen
Wereld
Sociaal/Milieu
Multi-assetstrategie
38
iShares MSCI ACWI UCITS ETF USD (Acc) 0,12%
Aandelen
Wereld
21.789
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc 5,39%
Aandelen
Japan
Sociaal/Milieu
Klimaatverandering
69
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,05%
Aandelen
Wereld
Multi-assetstrategie
66
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,13%
Aandelen
Wereld
Sociaal/Milieu
486
UBS Core MSCI World UCITS ETF hEUR acc 0,13%
Aandelen
Wereld
364
Vanguard FTSE Developed World UCITS ETF Distributing 0,13%
Aandelen
Wereld
3.560
iShares MSCI World SRI UCITS ETF USD (Dist) 0,59%
Aandelen
Wereld
Sociaal/Milieu
1.451
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0,97%
Aandelen
Wereld
Financieel
Sociaal/Milieu
530
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,02%
Aandelen
Wereld
Multi-assetstrategie
88
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,02%
Aandelen
Wereld
Multi-assetstrategie
14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating 2,04%
Aandelen
Japan
78
VanEck Multi-Asset Growth Allocation UCITS ETF 0,48%
Aandelen
Wereld
Sociaal/Milieu
Multi-assetstrategie
31
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,03%
Aandelen
Wereld
Multi-assetstrategie
680
Amundi Prime Japan UCITS ETF DR (D) 2,22%
Aandelen
Japan
2.409
iShares MSCI Japan Screened UCITS ETF USD (Dist) 2,64%
Aandelen
Japan
Sociaal/Milieu
351
iShares MSCI Japan SRI UCITS ETF USD (Dist) 5,55%
Aandelen
Japan
Sociaal/Milieu
80
Xtrackers MSCI World UCITS ETF 1D 0,14%
Aandelen
Wereld
4.534
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis 5,39%
Aandelen
Japan
Sociaal/Milieu
Klimaatverandering
300
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0,10%
Aandelen
Wereld
Multi-factorstrategie
1
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist) 2,78%
Aandelen
Japan
Sociaal/Milieu
467
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis 5,40%
Aandelen
Azië-Pacific
Sociaal/Milieu
Klimaatverandering
809
iShares MSCI Japan USD Hedged UCITS ETF (Acc) 2,42%
Aandelen
Japan
430
iShares MSCI World Screened UCITS ETF USD (Dist) 0,15%
Aandelen
Wereld
Sociaal/Milieu
940
UBS Core MSCI Japan UCITS ETF hEUR dis 2,42%
Aandelen
Japan
46
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist 2,05%
Aandelen
Japan
65
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0,13%
Aandelen
Wereld
Sociaal/Milieu
50
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,12%
Aandelen
Wereld
18.897
Vanguard FTSE Japan UCITS ETF (USD) Accumulating 2,04%
Aandelen
Japan
1.206
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing 1,44%
Aandelen
Azië-Pacific
Sociaal/Milieu
28
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0,45%
Aandelen
Wereld
Waarde
217
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,02%
Aandelen
Wereld
Multi-assetstrategie
193
UBS Core MSCI Japan UCITS ETF JPY dis 2,42%
Aandelen
Japan
1.189
Vanguard FTSE Japan UCITS ETF (USD) Distributing 2,04%
Aandelen
Japan
2.462
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0,29%
Aandelen
Wereld
Dividend
6.822
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,27%
Aandelen
Wereld
Sociaal/Milieu
961
Xtrackers MSCI Japan UCITS ETF 2D USD hedged 2,44%
Aandelen
Japan
159
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,03%
Aandelen
Wereld
Multi-assetstrategie
89

Performance

Returns overview

YTD +6.49%
1 month +6.80%
3 months +26.42%
6 months +42.62%
1 year +24.23%
3 years +125.31%
5 years +229.00%
Since inception (MAX) +189.74%
2025 +19.64%
2024 +57.41%
2023 +15.63%
2022 +24.34%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 32.00%
Volatility 3 years 30.10%
Volatility 5 years 26.55%
Return per risk 1 year 0.76
Return per risk 3 years 1.03
Return per risk 5 years 1.01
Maximum drawdown 1 year -27.83%
Maximum drawdown 3 years -27.83%
Maximum drawdown 5 years -27.83%
Maximum drawdown since inception -48.18%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.