Sumitomo Mitsui Financial

ISIN JP3890350006

WKN 778924

Market cap (in EUR)

104.254 m

Country

Japan

Sector

Financiën

Dividend yield

2,79%

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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

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Financials

Key metrics

Market capitalisation, EUR	104.254 m
EPS, EUR	2,21
P/B ratio	1,2
P/E ratio	13,4
Dividend yield	2,79%

Income statement (2024)

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

What ETF is Sumitomo Mitsui Financial in?

There are 60 ETFs which contain Sumitomo Mitsui Financial. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sumitomo Mitsui Financial is the iShares MSCI Japan SRI UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0,17%	Equity World	7,055
iShares MSCI World UCITS ETF (Dist)	0,17%	Equity World	7,045
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0,25%	Equity World Social/Environmental Climate Change	40
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0,05%	Equity World Multi-Asset Strategy	922
VanEck World Equal Weight Screened UCITS ETF A	0,46%	Equity World Equal Weighted	1,148
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,14%	Equity World	30,499
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	3,16%	Equity Japan Social/Environmental	36
iShares MSCI Japan UCITS ETF (Dist)	2,66%	Equity Japan	2,041
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	2,25%	Equity Japan	60
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0,10%	Equity World Social/Environmental Climate Change	7
UBS MSCI World Socially Responsible UCITS ETF USD dis	0,73%	Equity World Social/Environmental Climate Change	3,631
Xtrackers Nikkei 225 UCITS ETF 1D	0,10%	Equity Japan	1,593
UBS Core MSCI World UCITS ETF USD dis	0,17%	Equity World	1,336
Invesco Global Enhanced Equity UCITS ETF Acc	0,15%	Equity World Multi-Factor Strategy	423
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	2,10%	Equity Japan	44
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0,33%	Equity World Dividend	1,867
Vanguard FTSE Developed World UCITS ETF Acc	0,16%	Equity World	4,898
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0,19%	Equity World Social/Environmental	1,525
UBS Core MSCI World UCITS ETF hGBP dis	0,17%	Equity World	87
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,02%	Equity World Multi-Asset Strategy	36
VanEck Multi-Asset Balanced Allocation UCITS ETF	0,45%	Equity World Social/Environmental Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Acc)	0,14%	Equity World	22,213
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	6,25%	Equity Japan Social/Environmental Climate Change	65
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,05%	Equity World Multi-Asset Strategy	68
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,16%	Equity World Social/Environmental	462
UBS Core MSCI World UCITS ETF hEUR acc	0,17%	Equity World	408
Vanguard FTSE Developed World UCITS ETF Distributing	0,16%	Equity World	3,420
iShares MSCI World SRI UCITS ETF USD (Dist)	0,69%	Equity World Social/Environmental	1,394
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0,15%	Equity World Multi-Factor Strategy	2
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1,15%	Equity World Financials Social/Environmental	153
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0,02%	Equity World Multi-Asset Strategy	94
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0,02%	Equity World Multi-Asset Strategy	14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	2,25%	Equity Japan	76
VanEck Multi-Asset Growth Allocation UCITS ETF	0,48%	Equity World Social/Environmental Multi-Asset Strategy	30
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0,03%	Equity World Multi-Asset Strategy	715
Amundi Prime Japan UCITS ETF DR (D)	2,62%	Equity Japan	2,109
iShares MSCI Japan Screened UCITS ETF USD (Dist)	2,92%	Equity Japan Social/Environmental	327
iShares MSCI Japan SRI UCITS ETF USD (Dist)	6,69%	Equity Japan Social/Environmental	45
Xtrackers MSCI World UCITS ETF 1D	0,14%	Equity World	4,129
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	6,25%	Equity Japan Social/Environmental Climate Change	250
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0,15%	Equity World Multi-Factor Strategy	7
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	3,02%	Equity Japan Social/Environmental	638
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	6,29%	Equity Asia Pacific Social/Environmental Climate Change	587
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	2,60%	Equity Japan	472
iShares MSCI World Screened UCITS ETF USD (Dist)	0,18%	Equity World Social/Environmental	975
UBS Core MSCI Japan UCITS ETF hEUR dis	2,68%	Equity Japan	43
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	2,44%	Equity Japan	0
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,16%	Equity World Social/Environmental	51
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,14%	Equity World	18,777
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	2,25%	Equity Japan	1,137
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	1,45%	Equity Asia Pacific Social/Environmental	33
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0,50%	Equity World Value	262
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,02%	Equity World Multi-Asset Strategy	205
UBS Core MSCI Japan UCITS ETF JPY dis	2,68%	Equity Japan	1,227
Vanguard FTSE Japan UCITS ETF (USD) Distributing	2,25%	Equity Japan	2,282
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0,33%	Equity World Dividend	7,393
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	2,70%	Equity Japan	135
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,33%	Equity World Social/Environmental	690
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	2,68%	Equity Japan	157
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,03%	Equity World Multi-Asset Strategy	91

Performance

Returns overview

YTD	+3.01%
1 month	-10.85%
3 months	+2.12%
6 months	+18.86%
1 year	+12.78%
3 years	+132.76%
5 years	+169.90%
Since inception (MAX)	+180.28%
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).