Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

WKN 778924

Market cap (in EUR)

124,322 m

Country

Japan

Sector

Finance

Dividend yield

2.34%

Overview

Quote

Description

Sumitomo Mitsui Financial Group, Inc. operates as a holding company, which engages in the management of its subsidiaries that provide financial services. It operates through the following segments: Wholesale, Retail, Global, Market and Head Office Management. The Wholesale Business segment dealings with domestic large corporations and small and medium-sized enterprises. The Retail Business segment dealings with domestic individual customers. The Global Business segment dealings with overseas Japanese and non-Japanese companies. The Market Business segment operations related to financial markets. The Head Office Management segment that does not belong to any of the above business divisions. 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	124,322 m
EPS, EUR	2.21
P/B ratio	1.5
P/E ratio	16.0
Dividend yield	2.34%

Income statement (2024)

Revenue, EUR	60,735 m
Net income, EUR	7,207 m
Profit margin	11.87%

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

There are 322 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 UBS MSCI Japan Socially Responsible UCITS ETF JPY 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	9
UBS Core MSCI World UCITS ETF hCHF acc	0.13%	Equity World	796
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	2.81%	Equity Japan Social/Environmental Climate Change	1
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	1.18%	Equity World Value	346
Xtrackers Portfolio UCITS ETF 1C	0.08%	Equity World Multi-Asset Strategy	689
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,055
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	37
Xtrackers MSCI World Value UCITS ETF 1C	0.46%	Equity World Value	3,692
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	3.00%	Equity Japan Social/Environmental Climate Change	220
SPDR MSCI World Financials UCITS ETF	0.81%	Equity World Financials	295
Xtrackers MSCI World ex USA UCITS ETF 1C	0.49%	Equity World	4,833
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	16
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	2.04%	Equity Japan	59
Xtrackers Nikkei 225 UCITS ETF 1D	0.09%	Equity Japan	1,771
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,342
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	1.91%	Equity Japan	113
UBS MSCI World ex USA UCITS ETF USD acc	0.48%	Equity World	81
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.12%	Equity World	2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity World Social/Environmental	70
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	2.78%	Equity Japan Social/Environmental	29
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.13%	Equity World Social/Environmental	485
iShares Core MSCI Japan IMI UCITS ETF	1.91%	Equity Japan	6,682
iShares World Equity High Income UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	192
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.14%	Equity World	433
UBS Core MSCI Japan UCITS ETF hUSD acc	2.42%	Equity Japan	149
HSBC MSCI Japan UCITS ETF USD (Acc)	2.45%	Equity Japan	13
Amundi Japan TOPIX II UCITS ETF JPY Dist	2.05%	Equity Japan	121
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	4.67%	Equity Japan Social/Environmental	2
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	2.60%	Equity Japan Social/Environmental	69
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	2.21%	Equity Asia Pacific Social/Environmental Climate Change	171
Amundi MSCI World ESG Selection UCITS ETF Acc	0.26%	Equity World Social/Environmental	1,791
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	2.41%	Equity Japan	1,060
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	15
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	2.04%	Equity Japan	74
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	2.39%	Equity Japan	208
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.14%	Equity World	65
iShares MSCI Japan SRI UCITS ETF USD (Dist)	5.55%	Equity Japan Social/Environmental	56
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	37
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	4,581
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	2.44%	Equity Japan	35
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.16%	Equity World Social/Environmental	453
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	4.67%	Equity Japan Social/Environmental	16
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	128
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	3.00%	Equity Japan Social/Environmental Climate Change	346
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	4.67%	Equity Japan Social/Environmental	219
UBS MSCI ACWI Universal UCITS ETF USD dis	0.17%	Equity World Social/Environmental	1,980
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	693
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	2.04%	Equity Japan	1,271
SPDR MSCI Japan UCITS ETF	2.45%	Equity Japan	868
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	1
Amundi Core MSCI Japan UCITS ETF Acc	2.40%	Equity Japan	4,695
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.17%	Equity World Social/Environmental	89
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	1.44%	Equity Asia Pacific Social/Environmental	34
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.45%	Equity World Value	237
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	202
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.60%	Equity World Social/Environmental Climate Change	1,211
Vanguard FTSE Japan UCITS ETF (USD) Distributing	2.04%	Equity Japan	2,597
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.29%	Equity World Dividend	7,428
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	5.39%	Equity Japan Social/Environmental Climate Change	101
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.47%	Equity Japan Social/Environmental Climate Change	24
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	33
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.47%	Equity Japan Social/Environmental Climate Change	269
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	2.44%	Equity Japan	171
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.20%	Equity World Social/Environmental Climate Change	259
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	2.92%	Equity Japan Social/Environmental	27
Xtrackers Portfolio Income UCITS ETF 1D	0.10%	Equity World Multi-Asset Strategy	60
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.12%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	920
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	2.78%	Equity Japan Social/Environmental	72
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.44%	Equity World Social/Environmental	99
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.34%	Equity World Social/Environmental Climate Change	191
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.06%	Equity World Financials Social/Environmental	107
Amundi Prime Global UCITS ETF Acc	0.16%	Equity World	1,130
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	20
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.44%	Equity World Social/Environmental	884
HSBC MSCI World UCITS ETF USD	0.14%	Equity World	12,434
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.59%	Equity World Social/Environmental	234
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.60%	Equity World Social/Environmental Climate Change	3,846
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	2.40%	Equity Japan	17
L&G Global Equity UCITS ETF	0.15%	Equity World Social/Environmental	907
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	2.80%	Equity Japan Social/Environmental Climate Change	1
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF (Dist)	0.56%	Equity Asia Pacific Dividend	245
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.29%	Equity World Dividend	1,798
Invesco MSCI World Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	208
Xtrackers Nikkei 225 UCITS ETF 1C	0.09%	Equity Japan	252
UBS MSCI Japan Universal UCITS ETF JPY acc	2.94%	Equity Japan Social/Environmental Climate Change	104
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	1.44%	Equity Asia Pacific Social/Environmental	215
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.17%	Equity World Social/Environmental	59
UBS Core MSCI World UCITS ETF hGBP dis	0.13%	Equity World	128
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	2.66%	Equity Japan Social/Environmental	105
iShares MSCI Japan Screened UCITS ETF USD (Acc)	2.64%	Equity Japan Social/Environmental	1,785
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental	1,402
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	5.55%	Equity Japan Social/Environmental	20
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.60%	Equity World Social/Environmental Climate Change	301
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	68
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	166
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	2.44%	Equity Japan	849
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.30%	Equity World Multi-Factor Strategy	347
UBS Core MSCI World UCITS ETF hEUR acc	0.13%	Equity World	399
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	4.67%	Equity Japan Social/Environmental	196
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.60%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.26%	Equity World Social/Environmental	289
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.60%	Equity World Social/Environmental Climate Change	1,567
UBS MSCI World Selection UCITS ETF hCHF acc	0.26%	Equity World Social/Environmental	269
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.12%	Equity World	17
UBS Core MSCI Japan UCITS ETF hCHF acc	2.42%	Equity Japan	335
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	199
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.44%	Equity World Social/Environmental	45
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	982
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.16%	Equity World Social/Environmental	124
iShares Edge MSCI World Value Factor UCITS ETF	0.45%	Equity World Value	5,018
Amundi Core MSCI World UCITS ETF Acc	0.13%	Equity World	12,216
L&G Japan Equity UCITS ETF	2.35%	Equity Japan Social/Environmental	780
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	5,049
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.97%	Equity World Financials Social/Environmental	521
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	6
HSBC MSCI Japan UCITS ETF USD	2.45%	Equity Japan	193
BNP Paribas Easy MSCI Japan Min TE UCITS ETF	2.68%	Equity Japan Social/Environmental	1,593
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.53%	Equity World Social/Environmental	24
Amundi Core MSCI Japan UCITS ETF Dist	2.40%	Equity Japan	400
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.46%	Equity World Social/Environmental Climate Change	37
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	5.40%	Equity Asia Pacific Social/Environmental Climate Change	103
Xtrackers MSCI Japan UCITS ETF 1C	2.61%	Equity Japan	4,321
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	712
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	364
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	110,458
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental Climate Change	2
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	5.40%	Equity Asia Pacific Social/Environmental Climate Change	787
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	78
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	675
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.59%	Equity World Social/Environmental	2,616
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.13%	Equity World	40
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	1.80%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.12%	Equity World	19,333
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.50%	Equity World Social/Environmental Climate Change	597
SPDR MSCI All Country World UCITS ETF (Acc)	0.14%	Equity World	8,095
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.18%	Equity World Social/Environmental	336
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Multi-Factor Strategy	29
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	2.61%	Equity Japan Social/Environmental Climate Change	4
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.09%	Equity Japan	211
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.22%	Equity World	32
Amundi MSCI World Ex USA UCITS ETF Dist	0.49%	Equity World	109
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.34%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.27%	Equity World Social/Environmental	213
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	976
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	3
iShares MSCI Japan SRI UCITS ETF EUR Hedged (Acc)	5.55%	Equity Japan Social/Environmental	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.13%	Equity World Social/Environmental	732
Amundi MSCI World Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	1,051
Amundi MSCI World Ex USA UCITS ETF Acc	0.49%	Equity World	537
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	92
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Dist)	3.36%	Equity Japan Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF USD acc	0.13%	Equity World	7,035
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.59%	Equity World Social/Environmental	112
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.20%	Equity World Social/Environmental Climate Change	41
iShares MSCI Japan SRI UCITS ETF USD (Acc)	5.55%	Equity Japan Social/Environmental	441
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	400
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.20%	Equity World Social/Environmental Climate Change	325
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	488
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.33%	Equity World Social/Environmental Multi-Asset Strategy	193
Invesco FTSE RAFI All World 3000 UCITS ETF	0.20%	Equity World Fundamental/Quality	165
WisdomTree Japan Equity UCITS ETF USD Acc	3.36%	Equity Japan Dividend	256
Invesco MSCI Japan Universal Screened UCITS ETF Acc	3.10%	Equity Japan Social/Environmental	8
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	2.92%	Equity Japan Social/Environmental	31
Franklin S&P World Screened UCITS ETF Acc	0.18%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.13%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	8
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	1,079
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	4.67%	Equity Japan Social/Environmental	2
UBS Core MSCI Japan UCITS ETF hEUR acc	2.42%	Equity Japan	171
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.16%	Equity World Social/Environmental	21
UBS MSCI World UCITS ETF USD dis	0.14%	Equity World	1,334
Vanguard FTSE Developed World UCITS ETF Acc	0.13%	Equity World	4,944
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	1,832
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.20%	Equity World Social/Environmental Climate Change	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.16%	Equity World Social/Environmental	434
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	131
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.14%	Equity World	4,339
UBS Core MSCI Japan UCITS ETF JPY acc	2.42%	Equity Japan	3,770
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	5.71%	Equity Japan Social/Environmental Climate Change	71
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Acc)	3.36%	Equity Japan Social/Environmental Climate Change	10
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.50%	Equity World Social/Environmental Climate Change	36
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.48%	Equity World Social/Environmental Catholic principles	89
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.26%	Equity World Social/Environmental	87
SPDR MSCI World UCITS ETF	0.13%	Equity World	14,071
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	2.42%	Equity Japan	56
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	2.40%	Equity Japan	183
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	2.23%	Equity Japan Social/Environmental	297
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.14%	Equity World	81
Vanguard FTSE Developed World UCITS ETF Distributing	0.13%	Equity World	3,513
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.50%	Equity World Social/Environmental Climate Change	590
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental	786
iShares MSCI World SRI UCITS ETF USD (Dist)	0.59%	Equity World Social/Environmental	1,430
Amundi Prime Japan UCITS ETF DR (D)	2.22%	Equity Japan	2,502
Xtrackers MSCI World ex USA UCITS ETF 1D	0.49%	Equity World	206
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	3.36%	Equity Japan Dividend	21
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.59%	Equity World Social/Environmental	57
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.54%	Equity World Social/Environmental	103
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	361
Xtrackers MSCI Japan UCITS ETF 1D	2.44%	Equity Japan	136
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	259
Amundi Japan TOPIX II UCITS ETF EUR Dist	2.05%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.13%	Equity World Social/Environmental	119
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.90%	Equity Japan Social/Environmental Climate Change	119
Franklin FTSE Japan UCITS ETF (Acc)	1.98%	Equity Japan	9
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.12%	Equity World Social/Environmental	5,125
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	5.39%	Equity Japan Social/Environmental Climate Change	282
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	2.78%	Equity Japan Social/Environmental	486
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.53%	Equity World Social/Environmental	83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.50%	Equity World Social/Environmental Climate Change	31
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,334
UBS MSCI World Selection UCITS ETF hEUR acc	0.26%	Equity World Social/Environmental	41
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	0.59%	Equity World Social/Environmental	53
Xtrackers MSCI World Climate Transition UCITS ETF	0.16%	Equity World Social/Environmental Climate Change	22
Amundi Prime Japan UCITS ETF DR (C)	2.22%	Equity Japan	439
iShares MSCI World Screened UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	978
UBS Core MSCI Japan UCITS ETF hEUR dis	2.42%	Equity Japan	46
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.33%	Equity World Social/Environmental Multi-Asset Strategy	2
WisdomTree Japan Equity UCITS ETF GBP Hedged	3.36%	Equity Japan Dividend	29
HSBC MSCI World UCITS ETF CHF hedged	0.14%	Equity World	53
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	4,874
Amundi Core MSCI World UCITS ETF USD Dist	0.13%	Equity World	1,354
Goshawk Global Balanced Fund UCITS ETF Accumulating	1.03%	Equity World Growth Multi-Asset Strategy	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.17%	Equity World Social/Environmental	284
iShares MSCI Japan UCITS ETF USD (Acc)	2.42%	Equity Japan	1,189
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.53%	Equity World Social/Environmental Climate Change	777
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	178
UBS Core MSCI Japan UCITS ETF JPY dis	2.59%	Equity Japan	1,319
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.59%	Equity World Social/Environmental	274
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.30%	Equity World Multi-Factor Strategy	1,272
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	8
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.17%	Equity World Social/Environmental	107
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	848
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	2.92%	Equity Japan Social/Environmental	394
UBS MSCI World Selection UCITS ETF USD acc	0.26%	Equity World Social/Environmental	646
iShares Nikkei 225 UCITS ETF (Acc)	0.09%	Equity Japan	452
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	3.00%	Equity Japan Social/Environmental Climate Change	411
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.20%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.62%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.28%	Equity World Value	265
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	0.20%	Equity Japan Social/Environmental Climate Change	66
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.50%	Equity World Social/Environmental Climate Change	500
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	2.40%	Equity Japan	14
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	7,331
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,232
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	1.91%	Equity Japan	133
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	3.36%	Equity Japan Dividend	81
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.59%	Equity World Social/Environmental	6,272
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,607
SPDR MSCI Japan EUR Hedged UCITS ETF	2.45%	Equity Japan	42
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	2.78%	Equity Japan Social/Environmental	1,230
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	29,558
HSBC MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	1,498
iShares MSCI Japan UCITS ETF (Dist)	2.42%	Equity Japan	1,814
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.06%	Equity World Financials Social/Environmental	669
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	162
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	3,818
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.15%	Equity World Social/Environmental	415
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	391
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	3.36%	Equity Japan Dividend	85
UBS Core MSCI Japan UCITS ETF hGBP dis	2.42%	Equity Japan	155
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.12%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.10%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.13%	Equity World	38
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.45%	Equity World Social/Environmental Multi-Asset Strategy	39
Xtrackers MSCI Japan ESG UCITS ETF 1C	4.73%	Equity Japan Social/Environmental	3,291
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	57
iShares MSCI ACWI UCITS ETF USD (Acc)	0.12%	Equity World	22,563
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	2.68%	Equity Japan Social/Environmental	1
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.50%	Equity World Social/Environmental Climate Change	213
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	4.67%	Equity Japan Social/Environmental	62
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	1,062
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	16
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF JPY (acc)	2.92%	Equity Japan Social/Environmental	165
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	913
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.13%	Equity World	4,827
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	197
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	92
WisdomTree Japan Equity UCITS ETF USD Hedged	3.36%	Equity Japan Dividend	90
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	3.00%	Equity Japan Social/Environmental Climate Change	97
VanEck Multi-Asset Growth Allocation UCITS ETF	0.48%	Equity World Social/Environmental Multi-Asset Strategy	32
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.60%	Equity World Social/Environmental Climate Change	206
iShares MSCI Japan Screened UCITS ETF USD (Dist)	2.64%	Equity Japan Social/Environmental	374
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,118
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	16,479
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	7
iShares World Equity High Income UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	14
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	2.92%	Equity Japan Social/Environmental	3
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.20%	Equity World Social/Environmental Multi-Asset Strategy	45
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	2.42%	Equity Japan	418
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	475
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental Multi-Asset Strategy	1,221
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	0.34%	Equity World Social/Environmental Climate Change	920
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.47%	Equity World Social/Environmental Catholic principles	147
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	2.78%	Equity Japan Social/Environmental	6
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	2,987
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	2.05%	Equity Japan	0
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.35%	Equity World Multi-Factor Strategy	644
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.17%	Equity World Social/Environmental	1,184
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.15%	Equity World Social/Environmental	13
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	5.39%	Equity Japan Social/Environmental Climate Change	3
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	5.39%	Equity Japan Social/Environmental Climate Change	53
Xtrackers MSCI Japan Screened UCITS ETF 1D	2.60%	Equity Japan Social/Environmental	352
Xtrackers MSCI World Financials UCITS ETF 1C	0.82%	Equity World Financials	2,511
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.60%	Equity World Social/Environmental Climate Change	286
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	27
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	2.23%	Equity Japan Social/Environmental	1
HSBC Developed World Screened Equity UCITS ETF USD	0.04%	Equity World Social/Environmental Climate Change	271
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.48%	Equity World	2,191
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.30%	Equity World Multi-Factor Strategy	124

Performance

Returns overview

YTD	+15.89%
1 month	+4.78%
3 months	+26.75%
6 months	+30.55%
1 year	+37.38%
3 years	+127.80%
5 years	+222.45%
Since inception (MAX)	+267.55%
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).