Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

WKN 778924

Market cap (in EUR)

132,212 m

Country

Japan

Sector

Finance

Dividend yield

2.45%

Overview

Quote

Description

Sumitomo Mitsui Financial Group, Inc. operates as a holding company, which engages in the financial services businesses, primarily banking, but also leasing, securities, consumer finance, system development, and information processing. The company was founded on December 2, 2002 and is headquartered in Tokyo, Japan.

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Finance Banking International Banks Japan

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Financials

Key metrics

Market capitalisation, EUR	132,212 m
EPS, EUR	2.36
P/B ratio	1.6
P/E ratio	15.6
Dividend yield	2.45%

Income statement (2025)

Revenue, EUR	54,718 m
Net income, EUR	9,074 m
Profit margin	16.58%

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What ETF is Sumitomo Mitsui Financial Group, Inc. in?

There are 347 ETFs which contain Sumitomo Mitsui Financial Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sumitomo Mitsui Financial Group, Inc. is the iShares MSCI Japan SRI UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.03%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.14%	Equity World	1,003
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	2.86%	Equity Japan Social/Environmental Climate Change	1
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	1.22%	Equity World Value	519
Xtrackers Portfolio UCITS ETF 1C	0.08%	Equity World Multi-Asset Strategy	741
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,372
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	46
Xtrackers MSCI World Value UCITS ETF 1C	0.45%	Equity World Value	4,388
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	25
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	3.17%	Equity Japan Social/Environmental Climate Change	185
State Street SPDR MSCI World Financials UCITS ETF USD	0.91%	Equity World Financials	260
Xtrackers MSCI World ex USA UCITS ETF 1C	0.54%	Equity World	5,685
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	27
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	2.17%	Equity Japan	76
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental Climate Change	8
Xtrackers Nikkei 225 UCITS ETF 1D	0.09%	Equity Japan	1,949
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,862
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	2.04%	Equity Japan	52
UBS MSCI World ex USA UCITS ETF USD acc	0.52%	Equity World	146
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	24
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	42
iShares MSCI ACWI UCITS ETF USD (Dist)	0.13%	Equity World	12
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	27
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.13%	Equity World Social/Environmental	88
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	2.80%	Equity Japan Social/Environmental	31
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.14%	Equity World Social/Environmental	581
iShares Core MSCI Japan IMI UCITS ETF	2.04%	Equity Japan	6,897
iShares World Equity High Income UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	391
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.14%	Equity World	638
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.23%	Equity World Multi-Factor Strategy	223
UBS Core MSCI Japan UCITS ETF hUSD acc	2.57%	Equity Japan	149
HSBC MSCI Japan UCITS ETF USD (Acc)	2.60%	Equity Japan	14
Amundi Japan TOPIX II UCITS ETF JPY Dist	2.19%	Equity Japan	112
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	4.71%	Equity Japan Social/Environmental	2
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	2.80%	Equity Japan Social/Environmental	73
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	2.10%	Equity Asia Pacific Social/Environmental Climate Change	170
Amundi MSCI World ESG Selection UCITS ETF Acc	0.28%	Equity World Social/Environmental	1,804
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	2.59%	Equity Japan	1,261
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.17%	Equity World Multi-Factor Strategy	3
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	16
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	2.17%	Equity Japan	93
Fidelity Global Quality Income UCITS ETF ACC-USD	0.40%	Equity World Dividend	17
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	2.59%	Equity Japan	228
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.34%	Equity World	27
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.13%	Equity World	93
iShares MSCI Japan SRI UCITS ETF USD (Dist)	5.63%	Equity Japan Social/Environmental	50
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.13%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.15%	Equity World	4,786
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	2.64%	Equity Japan	30
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.17%	Equity World Social/Environmental	560
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	4.71%	Equity Japan Social/Environmental	15
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.15%	Equity World Social/Environmental Climate Change	139
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	3.17%	Equity Japan Social/Environmental Climate Change	385
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	4.71%	Equity Japan Social/Environmental	206
UBS MSCI ACWI Universal UCITS ETF USD dis	0.18%	Equity World Social/Environmental	2,260
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.16%	Equity World	776
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	2.17%	Equity Japan	1,219
State Street SPDR MSCI Japan UCITS ETF JPY Unhedged	2.60%	Equity Japan	878
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.14%	Equity World Social/Environmental	2
Amundi Core MSCI Japan UCITS ETF Acc	2.53%	Equity Japan	5,217
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.17%	Equity World Social/Environmental	73
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	1.35%	Equity Asia Pacific Social/Environmental	47
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.45%	Equity World Value	390
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	226
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.66%	Equity World Social/Environmental Climate Change	1,290
Vanguard FTSE Japan UCITS ETF (USD) Distributing	2.17%	Equity Japan	2,769
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.31%	Equity World Dividend	8,622
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	4.77%	Equity Japan Social/Environmental Climate Change	105
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.51%	Equity Japan Social/Environmental Climate Change	28
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	37
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.51%	Equity Japan Social/Environmental Climate Change	265
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.17%	Equity World Social/Environmental	107
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	2.64%	Equity Japan	150
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.22%	Equity World Social/Environmental Climate Change	293
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	3.05%	Equity Japan Social/Environmental	36
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.21%	Equity World Low Volatility/Risk Weighted Climate Change	62
Xtrackers Portfolio Income UCITS ETF 1D	0.10%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.14%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	1,118
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	2.90%	Equity Japan Social/Environmental	81
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.50%	Equity World Social/Environmental	106
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.33%	Equity World Social/Environmental Climate Change	181
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.17%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.15%	Equity World	2,563
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.48%	Equity World Value	5
HSBC MSCI World UCITS ETF USD	0.16%	Equity World	13,458
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.63%	Equity World Social/Environmental	241
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.65%	Equity World Social/Environmental Climate Change	4,154
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.52%	Equity World	0
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	2.53%	Equity Japan	27
L&G Global Equity UCITS ETF	0.17%	Equity World Social/Environmental	1,314
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	2.86%	Equity Japan Social/Environmental Climate Change	1
State Street SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF USD	0.32%	Equity Asia Pacific Dividend	216
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.31%	Equity World Dividend	2,369
Invesco MSCI World Universal Screened UCITS ETF Acc	0.22%	Equity World Social/Environmental	247
Xtrackers Nikkei 225 UCITS ETF 1C	0.09%	Equity Japan	342
UBS MSCI Japan Universal UCITS ETF JPY acc	3.15%	Equity Japan Social/Environmental Climate Change	35
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	1.35%	Equity Asia Pacific Social/Environmental	291
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.18%	Equity World Social/Environmental	68
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	105
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	2.98%	Equity Japan Social/Environmental	116
iShares MSCI Japan Screened UCITS ETF USD (Acc)	2.80%	Equity Japan Social/Environmental	2,055
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental	1,432
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	5.63%	Equity Japan Social/Environmental	31
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.66%	Equity World Social/Environmental Climate Change	341
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	82
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.14%	Equity World Social/Environmental	218
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	2.64%	Equity Japan	813
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.40%	Equity World Multi-Factor Strategy	378
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.23%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	824
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	4.71%	Equity Japan Social/Environmental	175
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.66%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.29%	Equity World Social/Environmental	314
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.65%	Equity World Social/Environmental Climate Change	1,768
UBS MSCI World Selection UCITS ETF hCHF acc	0.29%	Equity World Social/Environmental	293
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.13%	Equity World	19
UBS Core MSCI Japan UCITS ETF hCHF acc	2.57%	Equity Japan	352
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.23%	Equity World Social/Environmental	234
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.50%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.15%	Equity World	1,165
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.18%	Equity World Social/Environmental	432
iShares Edge MSCI World Value Factor UCITS ETF	0.45%	Equity World Value	6,369
Amundi Core MSCI World UCITS ETF Acc	0.14%	Equity World	13,829
L&G Japan Equity UCITS ETF	2.55%	Equity Japan Social/Environmental	714
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.17%	Equity World Social/Environmental	5,547
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.15%	Equity World Financials Social/Environmental	122
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental Climate Change	7
HSBC MSCI Japan UCITS ETF USD	2.60%	Equity Japan	205
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.57%	Equity World Social/Environmental	30
Amundi Core MSCI Japan UCITS ETF Dist	2.53%	Equity Japan	406
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.51%	Equity World Social/Environmental Climate Change	52
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	4.76%	Equity Asia Pacific Social/Environmental Climate Change	110
Xtrackers MSCI Japan UCITS ETF 1C	2.64%	Equity Japan	5,417
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.39%	Equity World Momentum	4,583
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	861
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.15%	Equity World	457
iShares Core MSCI World UCITS ETF USD (Acc)	0.15%	Equity World	122,452
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental Climate Change	5
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	4.76%	Equity Asia Pacific Social/Environmental Climate Change	590
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	95
BNP Paribas Easy MSCI Japan Min TE UCITS ETF GBP Hedged	2.88%	Equity Japan Social/Environmental	68
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	778
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.63%	Equity World Social/Environmental	3,046
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.14%	Equity World	63
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	1.99%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.14%	Equity World Social/Environmental	58
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.13%	Equity World	22,463
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.54%	Equity World Social/Environmental Climate Change	492
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.13%	Equity World	13,623
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.20%	Equity World Social/Environmental	418
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.39%	Equity World Multi-Factor Strategy	26
Xtrackers MSCI World Momentum UCITS ETF 1C	0.26%	Equity World Momentum	1,929
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	2.88%	Equity Japan Social/Environmental Climate Change	5
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	2.31%	Equity Japan Social/Environmental	403
Fidelity Global Quality Income UCITS ETF INC-USD	0.40%	Equity World Dividend	740
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.09%	Equity Japan	264
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.25%	Equity World	8
Amundi MSCI World Ex USA UCITS ETF Dist	0.51%	Equity World	125
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.33%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.30%	Equity World Social/Environmental	812
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.30%	Equity World Social/Environmental	260
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.21%	Equity World Low Volatility/Risk Weighted Climate Change	39
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.14%	Equity World	12
iShares MSCI Japan SRI UCITS ETF EUR Hedged (Acc)	5.63%	Equity Japan Social/Environmental	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.14%	Equity World Social/Environmental	948
Amundi MSCI World Screened UCITS ETF Acc	0.16%	Equity World Social/Environmental	1,533
Amundi MSCI World Ex USA UCITS ETF Acc	0.51%	Equity World	650
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	110
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Dist)	3.62%	Equity Japan Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	9,230
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.65%	Equity World Social/Environmental	125
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.22%	Equity World Social/Environmental Climate Change	37
iShares MSCI Japan SRI UCITS ETF USD (Acc)	5.63%	Equity Japan Social/Environmental	437
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental Climate Change	278
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.22%	Equity World Social/Environmental Climate Change	497
iShares Core MSCI World UCITS ETF USD (Dist)	0.15%	Equity World	750
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Social/Environmental Multi-Asset Strategy	142
Invesco RAFI All-World Fundamental Value UCITS ETF	0.21%	Equity World Value	219
WisdomTree Japan Equity UCITS ETF USD Acc	3.54%	Equity Japan Dividend	357
Invesco MSCI Japan Universal Screened UCITS ETF Acc	3.25%	Equity Japan Social/Environmental	11
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (dist)	3.05%	Equity Japan Social/Environmental	41
Franklin S&P World Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.14%	Equity World Social/Environmental	4
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.13%	Equity World	25
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.15%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.13%	Equity World	1,979
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	4.71%	Equity Japan Social/Environmental	2
UBS Core MSCI Japan UCITS ETF hEUR acc	2.57%	Equity Japan	256
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.17%	Equity World Social/Environmental	27
UBS MSCI World UCITS ETF USD dis	0.15%	Equity World	1,431
Vanguard FTSE Developed World UCITS ETF Acc	0.14%	Equity World	5,450
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.17%	Equity World Social/Environmental	1,684
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.22%	Equity World Social/Environmental Climate Change	16
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.18%	Equity World Social/Environmental	514
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.16%	Equity World	5,870
UBS Core MSCI Japan UCITS ETF JPY acc	2.57%	Equity Japan	4,014
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	4.77%	Equity Japan Social/Environmental Climate Change	74
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Acc)	3.62%	Equity Japan Social/Environmental Climate Change	10
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.54%	Equity World Social/Environmental Climate Change	38
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.46%	Equity World Social/Environmental Catholic principles	103
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.28%	Equity World Social/Environmental	91
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.14%	Equity World	16,356
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	2.57%	Equity Japan	58
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	3.38%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	2.53%	Equity Japan	194
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.16%	Equity World	138
Vanguard FTSE Developed World UCITS ETF Distributing	0.14%	Equity World	3,970
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.40%	Equity World Dividend	24
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.54%	Equity World Social/Environmental Climate Change	713
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental	670
iShares MSCI World SRI UCITS ETF USD (Dist)	0.65%	Equity World Social/Environmental	1,592
Amundi Prime Japan UCITS ETF DR (D)	2.38%	Equity Japan	2,477
Xtrackers MSCI World ex USA UCITS ETF 1D	0.54%	Equity World	230
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	3.54%	Equity Japan Dividend	24
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.65%	Equity World Social/Environmental	62
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.58%	Equity World Social/Environmental	113
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.15%	Equity World	420
Xtrackers MSCI Japan UCITS ETF 1D	2.64%	Equity Japan	173
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	325
Amundi Japan TOPIX II UCITS ETF EUR Dist	2.19%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.15%	Equity World Social/Environmental	138
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.79%	Equity Japan Social/Environmental Climate Change	180
Franklin FTSE Japan UCITS ETF (Acc)	2.16%	Equity Japan	10
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.15%	Equity World	158
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.13%	Equity World Social/Environmental	5,768
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	4.77%	Equity Japan Social/Environmental Climate Change	295
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	2.90%	Equity Japan Social/Environmental	756
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.57%	Equity World Social/Environmental	95
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.54%	Equity World Social/Environmental Climate Change	42
Invesco FTSE All-World UCITS ETF Acc	0.13%	Equity World	3,363
UBS MSCI World Selection UCITS ETF hEUR acc	0.29%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.63%	Equity World Social/Environmental	60
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.18%	Equity World Social/Environmental Climate Change	22
Amundi Prime Japan UCITS ETF DR (C)	2.38%	Equity Japan	561
iShares MSCI World Screened UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	1,129
UBS Core MSCI Japan UCITS ETF hEUR dis	2.57%	Equity Japan	50
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.23%	Equity World Social/Environmental Multi-Asset Strategy	55
WisdomTree Japan Equity UCITS ETF GBP Hedged	3.54%	Equity Japan Dividend	32
HSBC MSCI World UCITS ETF CHF hedged	0.16%	Equity World	86
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.14%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	5,157
Amundi Core MSCI World UCITS ETF USD Dist	0.14%	Equity World	1,562
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.03%	Equity World Growth Multi-Asset Strategy	18
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.18%	Equity World Social/Environmental	279
iShares MSCI Japan UCITS ETF USD (Acc)	2.58%	Equity Japan	1,350
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.54%	Equity World Social/Environmental Climate Change	811
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	2,705
UBS Core MSCI Japan UCITS ETF JPY dis	2.57%	Equity Japan	1,304
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.65%	Equity World Social/Environmental	277
Xtrackers Global Equity Top Active UCITS ETF 1C	0.52%	Equity World Fundamental/Quality	6
Invesco Global Active ESG Equity UCITS ETF Acc	0.40%	Equity World Multi-Factor Strategy	2,050
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.15%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.18%	Equity World Social/Environmental	111
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.17%	Equity World Social/Environmental	880
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	3.05%	Equity Japan Social/Environmental	424
UBS MSCI World Selection UCITS ETF USD acc	0.29%	Equity World Social/Environmental	714
iShares Nikkei 225 UCITS ETF (Acc)	0.10%	Equity Japan	656
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	3.17%	Equity Japan Social/Environmental Climate Change	424
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.22%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.56%	Equity World Social/Environmental Climate Change	5
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	0.24%	Equity Japan Social/Environmental Climate Change	34
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.54%	Equity World Social/Environmental Climate Change	500
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	2.53%	Equity Japan	17
iShares MSCI World UCITS ETF (Dist)	0.15%	Equity World	8,109
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,311
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	2.04%	Equity Japan	110
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.40%	Equity World Dividend	42
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	3.54%	Equity Japan Dividend	67
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.65%	Equity World Social/Environmental	6,817
WisdomTree Global Value UCITS ETF USD (Acc)	0.16%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.15%	Equity World	1,745
State Street SPDR MSCI Japan UCITS ETF EUR Hedged	2.60%	Equity Japan	50
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	2.90%	Equity Japan Social/Environmental	1,266
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.13%	Equity World	41,124
HSBC MSCI World UCITS ETF USD (Acc)	0.16%	Equity World	1,885
iShares MSCI Japan UCITS ETF (Dist)	2.58%	Equity Japan	2,474
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.17%	Equity World Financials Social/Environmental	1,244
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	209
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.30%	Equity World Social/Environmental	4,303
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.15%	Equity World	51
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.17%	Equity World Social/Environmental	397
Invesco Global Enhanced Equity UCITS ETF Acc	0.17%	Equity World Multi-Factor Strategy	636
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	3.54%	Equity Japan Dividend	91
UBS Core MSCI Japan UCITS ETF hGBP dis	2.57%	Equity Japan	237
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.13%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.23%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.14%	Equity World	55
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.45%	Equity World Social/Environmental Multi-Asset Strategy	40
Xtrackers MSCI Japan ESG UCITS ETF 1C	5.09%	Equity Japan Social/Environmental	2,560
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	62
iShares MSCI ACWI UCITS ETF USD (Acc)	0.13%	Equity World	29,136
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	2.88%	Equity Japan Social/Environmental	0
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.54%	Equity World Social/Environmental Climate Change	386
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	4.71%	Equity Japan Social/Environmental	26
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	1,590
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.14%	Equity World Social/Environmental	27
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF JPY (acc)	3.05%	Equity Japan Social/Environmental	241
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	1,264
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.15%	Equity World	5,301
Xtrackers FTSE All-World UCITS ETF 1C	0.13%	Equity World	22
Invesco FTSE All-World UCITS ETF Dist	0.13%	Equity World	255
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	98
WisdomTree Japan Equity UCITS ETF USD Hedged	3.54%	Equity Japan Dividend	101
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.40%	Equity World Dividend	60
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	3.17%	Equity Japan Social/Environmental Climate Change	94
VanEck Multi-Asset Growth Allocation UCITS ETF	0.48%	Equity World Social/Environmental Multi-Asset Strategy	33
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.66%	Equity World Social/Environmental Climate Change	248
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.18%	Equity World Social/Environmental	105
iShares MSCI Japan Screened UCITS ETF USD (Dist)	2.80%	Equity Japan Social/Environmental	357
Amundi Prime Global UCITS ETF Dist	0.15%	Equity World	1,550
Xtrackers MSCI World UCITS ETF 1C	0.15%	Equity World	19,099
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.17%	Equity World Multi-Factor Strategy	8
iShares World Equity High Income UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	15
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	3.05%	Equity Japan Social/Environmental	2
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.20%	Equity World Social/Environmental Multi-Asset Strategy	65
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	2.60%	Equity Japan	497
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.15%	Equity World	538
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental Multi-Asset Strategy	1,893
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.33%	Equity World Social/Environmental Climate Change	994
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.46%	Equity World Social/Environmental Catholic principles	162
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	2.80%	Equity Japan Social/Environmental	5
Amundi Prime All Country World UCITS ETF Dist	0.13%	Equity World	4,360
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	2.19%	Equity Japan	1
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.39%	Equity World Multi-Factor Strategy	705
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.18%	Equity World Social/Environmental	1,286
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.16%	Equity World Social/Environmental	98
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.17%	Equity World Social/Environmental	16
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	4.77%	Equity Japan Social/Environmental Climate Change	4
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	4.77%	Equity Japan Social/Environmental Climate Change	56
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Dist)	2.31%	Equity Japan Social/Environmental	0
Xtrackers MSCI Japan Screened UCITS ETF 1D	2.80%	Equity Japan Social/Environmental	297
Xtrackers MSCI World Financials UCITS ETF 1C	0.94%	Equity World Financials	776
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.66%	Equity World Social/Environmental Climate Change	334
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.13%	Equity World	60
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	3.38%	Equity Japan Social/Environmental	0
HSBC Developed World Screened Equity UCITS ETF USD	0.04%	Equity World Social/Environmental Climate Change	397
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.52%	Equity World	2,973
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.40%	Equity World Multi-Factor Strategy	155

Performance

Returns overview

YTD	+24.25%
1 month	+11.50%
3 months	+19.77%
6 months	+27.76%
1 year	+62.69%
3 years	+169.58%
5 years	+253.07%
Since inception (MAX)	+294.06%
2025	+25.67%
2024	+50.27%
2023	+13.26%
2022	+31.46%

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).