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Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

WKN 778924

Market cap (in EUR)

81,439.92 m

Country

Japan

Sector

Finance

Dividend yield

3.50%

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	81,439.92 m
EPS, EUR	2.04
P/B ratio	0.88
P/E ratio	10.27
Dividend yield	3.50%

Income statement (2023)

Revenue, EUR	57,349.30 m
Net income, EUR	6,154.21 m
Profit margin	10.73%

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

There are 292 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 EUR Hedged UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF CHF Hedged acc	0.13%	Equity World	319
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	2.43%	Equity Japan Social/Environmental Climate Change	1
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	446
Xtrackers MSCI World Value UCITS ETF 1C	0.53%	Equity World Value	2,257
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	16
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	2.85%	Equity Japan Social/Environmental Climate Change	154
SPDR MSCI World Financials UCITS ETF	0.76%	Equity World Financials	304
Xtrackers MSCI World ex USA UCITS ETF 1C	0.49%	Equity World	1,806
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	5.58%	Equity Japan Social/Environmental	1
Vanguard FTSE Japan UCITS ETF USD Hedged Acc	2.04%	Equity Japan	20
Xtrackers Nikkei 225 UCITS ETF 1D	0.10%	Equity Japan	1,196
UBS Core MSCI World UCITS ETF USD dis	0.13%	Equity World	544
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	1.98%	Equity Japan	191
UBS ETF (LU) MSCI World ex USA Index Fund UCITS ETF (USD) A-acc	0.48%	Equity World	-
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.13%	Equity World Social/Environmental	45
Deka MSCI World Climate Change ESG UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	1,103
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	2.62%	Equity Japan Social/Environmental	18
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.13%	Equity World Social/Environmental	420
iShares Core MSCI Japan IMI UCITS ETF	1.98%	Equity Japan	5,185
iShares World Equity High Income UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental	59
UBS ETF (LU) MSCI Japan UCITS ETF (hedged to USD) A-acc	2.51%	Equity Japan	56
HSBC MSCI Japan UCITS ETF USD (Acc)	2.53%	Equity Japan	9
Amundi Japan TOPIX II UCITS ETF JPY Dist	2.06%	Equity Japan	87
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - CHF Hedged (C)	5.58%	Equity Japan Social/Environmental	4
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	2.62%	Equity Japan Social/Environmental	46
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.95%	Equity Asia Pacific Social/Environmental Climate Change	148
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.29%	Equity World Social/Environmental	1,656
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	2.55%	Equity Japan	588
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	2.04%	Equity Japan	36
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	2.50%	Equity Japan	413
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.14%	Equity World	60
iShares MSCI Japan SRI UCITS ETF USD (Dist)	5.68%	Equity Japan Social/Environmental	95
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.13%	Equity World	4
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	3,793
Xtrackers MSCI World ESG UCITS ETF 1C	0.31%	Equity World Social/Environmental	4,421
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	2.50%	Equity Japan	13
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.16%	Equity World Social/Environmental	355
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP Hedged (C)	5.58%	Equity Japan Social/Environmental	14
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	2.85%	Equity Japan Social/Environmental Climate Change	177
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	5.58%	Equity Japan Social/Environmental	138
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis	0.16%	Equity World Social/Environmental	1,537
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	295
Vanguard FTSE Japan UCITS ETF Accumulating	2.04%	Equity Japan	926
SPDR MSCI Japan UCITS ETF	2.53%	Equity Japan	680
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.15%	Equity World Social/Environmental	2
Amundi MSCI Japan UCITS ETF Acc	2.53%	Equity Japan	4,216
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental	246
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	1.40%	Equity Asia Pacific Social/Environmental	16
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.52%	Equity World Value	121
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc	0.55%	Equity World Social/Environmental	1,081
Vanguard FTSE Japan UCITS ETF Distributing	2.04%	Equity Japan	1,964
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.29%	Equity World Dividend	5,224
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (hedged to EUR) A-acc	5.30%	Equity Japan Social/Environmental	88
HSBC Japan Screened Equity UCITS ETF USD (Dist)	2.90%	Equity Japan Social/Environmental	14
HSBC Japan Screened Equity UCITS ETF USD	2.90%	Equity Japan Social/Environmental	198
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	2.50%	Equity Japan	227
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental Climate Change	245
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	3.13%	Equity Japan Social/Environmental	13
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Low Volatility/Risk Weighted Climate Change	50
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.29%	Equity World Social/Environmental	24
iShares MSCI Japan ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	2.87%	Equity Japan Social/Environmental	11
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.35%	Equity World Social/Environmental	94
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.12%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.04%	Equity World Financials Social/Environmental	2
Amundi Prime Global UCITS ETF Acc	0.14%	Equity World	792
iShares MSCI Japan CHF Hedged UCITS ETF (Acc)	2.52%	Equity Japan	171
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.35%	Equity World Social/Environmental	946
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	10,075
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.51%	Equity World Social/Environmental	319
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis	0.56%	Equity World Social/Environmental	3,775
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	426
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	2.43%	Equity Japan Social/Environmental Climate Change	1
SPDR S&P Pan Asia Dividend Aristocrats UCITS ETF (Dist)	0.50%	Equity Asia Pacific Dividend	165
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.29%	Equity World Dividend	920
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.21%	Equity World Social/Environmental	190
Xtrackers Nikkei 225 UCITS ETF 1C	0.10%	Equity Japan	161
UBS ETF (IE) MSCI Japan ESG Universal Low Carbon Select UCITS ETF (JPY) A-acc	2.99%	Equity Japan Social/Environmental Climate Change	14
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	1.40%	Equity Asia Pacific Social/Environmental	57
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis	0.16%	Equity World Social/Environmental	56
UBS Core MSCI World UCITS ETF GBP Hedged dis	0.13%	Equity World	45
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.30%	Equity World Social/Environmental Climate Change	28
BNP Paribas Easy Sustainable Japan UCITS ETF EUR Acc	2.88%	Equity Japan Social/Environmental	44
iShares MSCI Japan Screened UCITS ETF USD (Acc)	2.64%	Equity Japan Social/Environmental	1,360
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc	0.16%	Equity World Social/Environmental	829
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	5.68%	Equity Japan Social/Environmental	13
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis	0.55%	Equity World Social/Environmental	267
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental	18
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	2.50%	Equity Japan	478
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.79%	Equity World Multi-Factor Strategy	168
UBS Core MSCI World UCITS ETF EUR Hedged acc	0.13%	Equity World	10
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	5.58%	Equity Japan Social/Environmental	317
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-dis	0.55%	Equity World Social/Environmental	2
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc	0.56%	Equity World Social/Environmental	1,376
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.31%	Equity World Social/Environmental	447
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (hedged to CHF) A-acc	0.26%	Equity World Social/Environmental	202
UBS ETF (LU) MSCI Japan UCITS ETF (hedged to CHF) A-acc	2.51%	Equity Japan	182
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.14%	Equity World Social/Environmental	76
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.35%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	851
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.16%	Equity World Social/Environmental	83
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.54%	Equity World Social/Environmental	79
iShares Edge MSCI World Value Factor UCITS ETF	0.52%	Equity World Value	3,159
Amundi MSCI World UCITS ETF Acc	0.14%	Equity World	8,229
L&G Japan Equity UCITS ETF	2.40%	Equity Japan Social/Environmental	589
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	5,534
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	5
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.20%	Equity World Financials Social/Environmental	122
HSBC MSCI Japan UCITS ETF USD	2.53%	Equity Japan	140
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF	2.58%	Equity Japan Social/Environmental	1,228
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental	19
Amundi MSCI Japan UCITS ETF Dist	2.53%	Equity Japan	298
UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-acc	5.31%	Equity Asia Pacific Social/Environmental	138
Xtrackers MSCI Japan UCITS ETF 1C	2.50%	Equity Japan	2,173
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.27%	Equity World Momentum	2,408
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	409
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	88,070
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental Climate Change	2
UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis	5.31%	Equity Asia Pacific Social/Environmental	967
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF EUR Hedged	2.58%	Equity Japan Social/Environmental	115
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	378
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.51%	Equity World Social/Environmental	2,934
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C	3.58%	Equity World Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental	17
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.12%	Equity World	15,569
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to CHF) A-acc	0.50%	Equity World Social/Environmental	470
SPDR MSCI All Country World UCITS ETF (Acc)	0.14%	Equity World	3,952
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.36%	Equity World Multi-Factor Strategy	11
Xtrackers MSCI World Momentum UCITS ETF 1C	0.27%	Equity World Momentum	1,326
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	2.73%	Equity Japan Social/Environmental Climate Change	4
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.10%	Equity Japan	69
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	820
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.13%	Equity World Low Volatility/Risk Weighted Climate Change	9
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.13%	Equity World Social/Environmental	510
Amundi MSCI World Ex USA UCITS ETF Acc	0.50%	Equity World	315
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Dist)	4.21%	Equity Japan Social/Environmental Climate Change	2
UBS Core MSCI World UCITS ETF USD acc	0.13%	Equity World	1,968
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.54%	Equity World Social/Environmental	101
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental Climate Change	27
iShares MSCI Japan SRI UCITS ETF USD (Acc)	5.68%	Equity Japan Social/Environmental	515
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental Climate Change	108
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	390
Invesco FTSE RAFI All World 3000 UCITS ETF	0.32%	Equity World Fundamental/Quality	78
WisdomTree Japan Equity UCITS ETF USD Acc	3.55%	Equity Japan Dividend	158
Invesco MSCI Japan Universal Screened UCITS ETF Acc	3.20%	Equity Japan Social/Environmental	9
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	3.13%	Equity Japan Social/Environmental	17
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.15%	Equity World Social/Environmental	1
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.13%	Equity World	1
Amundi Prime All Country World UCITS ETF Acc	0.13%	Equity World	215
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	5.58%	Equity Japan Social/Environmental	8
UBS ETF (LU) MSCI Japan UCITS ETF (hedged to EUR) A-acc	2.51%	Equity Japan	54
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis	0.13%	Equity World	1,185
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	3,618
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	1,399
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental Climate Change	1
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.16%	Equity World Social/Environmental	395
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.15%	Equity World Social/Environmental Climate Change	26
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.14%	Equity World	2,579
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-acc	2.51%	Equity Japan	2,620
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-acc	5.30%	Equity Japan Social/Environmental	99
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Acc)	4.21%	Equity Japan Social/Environmental Climate Change	8
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to CHF) A-dis	0.50%	Equity World Social/Environmental	27
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.48%	Equity World Social/Environmental Catholic principles	61
IndexIQ Factors Sustainable Japan Equity UCITS ETF	2.23%	Equity Japan Social/Environmental	102
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.29%	Equity World Social/Environmental	179
SPDR MSCI World UCITS ETF	0.13%	Equity World	9,870
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	2.51%	Equity Japan	48
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	3.06%	Equity Japan Social/Environmental	200
Amundi MSCI Japan UCITS ETF EUR Hedged Dist	2.53%	Equity Japan	75
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.14%	Equity World	32
Deka MSCI World UCITS ETF Distribution	0.14%	Equity World	3,263
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,101
iShares Nikkei 225 UCITS ETF (DE)	0.10%	Equity Japan	139
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc	0.50%	Equity World Social/Environmental	508
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	4.60%	Equity Japan Social/Environmental	23
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc	0.16%	Equity World Social/Environmental	407
iShares MSCI World SRI UCITS ETF USD (Dist)	0.54%	Equity World Social/Environmental	1,332
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc)	0.36%	Equity World Multi-Factor Strategy	7
Amundi Prime Japan UCITS ETF DR (D)	2.35%	Equity Japan	1,714
Xtrackers MSCI World ex USA UCITS ETF 1D Distribution	0.49%	Equity World	86
WisdomTree Japan Equity UCITS ETF CHF Hedged Acc	3.55%	Equity Japan Dividend	7
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.54%	Equity World Social/Environmental	48
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.49%	Equity World Social/Environmental	81
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	171
Xtrackers MSCI Japan UCITS ETF 1D	2.50%	Equity Japan	62
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	142
Amundi Japan TOPIX II UCITS ETF EUR Dist	2.06%	Equity Japan	420
Xtrackers MSCI World Screened UCITS ETF 1D	0.14%	Equity World Social/Environmental	124
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.16%	Equity Japan Social/Environmental Climate Change	102
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.13%	Equity World Social/Environmental	3,250
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis	5.30%	Equity Japan Social/Environmental	427
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	2.87%	Equity Japan Social/Environmental	413
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-dis	0.50%	Equity World Social/Environmental	29
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental	68
Invesco FTSE All-World UCITS ETF Acc	0.13%	Equity World	1,199
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (hedged to EUR) A-acc	0.26%	Equity World Social/Environmental	53
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.51%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.15%	Equity World Social/Environmental Climate Change	25
Amundi Prime Japan UCITS ETF DR (C)	2.35%	Equity Japan	214
iShares MSCI World Screened UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	639
UBS ETF (LU) MSCI Japan UCITS ETF (hedged to EUR) A-dis	2.51%	Equity Japan	38
WisdomTree Japan Equity UCITS ETF GBP Hedged	3.55%	Equity Japan Dividend	18
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C	0.29%	Equity World Social/Environmental	37
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	58
Xtrackers MSCI World ESG UCITS ETF 1D	0.31%	Equity World Social/Environmental	285
iShares MSCI World Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	3,675
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.14%	Equity World	1,305
Amundi MSCI World UCITS ETF DR - USD (D)	0.14%	Equity World	820
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc	0.16%	Equity World Social/Environmental	162
iShares MSCI Japan UCITS ETF USD (Acc)	2.49%	Equity Japan	843
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to EUR) A-acc	0.50%	Equity World Social/Environmental	557
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis	2.51%	Equity Japan	767
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.54%	Equity World Social/Environmental	437
BNP Paribas Easy Sustainable Japan UCITS ETF EUR R Acc	2.88%	Equity Japan Social/Environmental	270
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.79%	Equity World Multi-Factor Strategy	770
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc	0.16%	Equity World Social/Environmental	98
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	699
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	3.13%	Equity Japan Social/Environmental	299
UBS ETF (IE) MSCI World ESG Leaders UCITS ETF (USA) A-acc	0.26%	Equity World Social/Environmental	451
iShares Nikkei 225 UCITS ETF (Acc)	0.10%	Equity Japan	319
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	2.85%	Equity Japan Social/Environmental Climate Change	343
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.08%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.54%	Equity World Social/Environmental Climate Change	89
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc	2.29%	Equity Japan Social/Environmental Climate Change	65
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to GBP) A-dis	0.50%	Equity World Social/Environmental	340
Amundi MSCI Japan UCITS ETF GBP Hedged Acc	2.53%	Equity Japan	10
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	6,652
VanEck World Equal Weight Screened UCITS ETF A	0.48%	Equity World Equal Weighted	933
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	1.98%	Equity Japan	37
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	3.55%	Equity Japan Dividend	25
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.54%	Equity World Social/Environmental	6,787
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,061
SPDR MSCI Japan EUR Hedged UCITS ETF	2.53%	Equity Japan	26
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Acc)	2.87%	Equity Japan Social/Environmental	1,095
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	17,900
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	735
iShares MSCI Japan UCITS ETF (Dist)	2.50%	Equity Japan	1,325
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.04%	Equity World Financials Social/Environmental	497
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.15%	Equity World Social/Environmental Climate Change	106
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	88
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	3,769
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	39
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.16%	Equity World Social/Environmental	18
iShares MSCI Japan SRI EUR Hedged UCITS ETF (Acc)	8.47%	Equity Japan Social/Environmental	44
WisdomTree Japan Equity UCITS ETF USD Hedged Acc	3.55%	Equity Japan Dividend	56
UBS ETF (LU) MSCI Japan UCITS ETF (hedged to GBP) A-dis	2.51%	Equity Japan	91
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.13%	Equity World Social/Environmental	2
Invesco S&P World Financials ESG UCITS ETF Acc	0.98%	Equity World Financials Social/Environmental	5
Xtrackers MSCI Japan ESG UCITS ETF 1C	4.76%	Equity Japan Social/Environmental	2,012
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	46
iShares MSCI ACWI UCITS ETF USD (Acc)	0.13%	Equity World	16,736
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF USD	2.58%	Equity Japan Social/Environmental	2
Deka MSCI Japan UCITS ETF	2.49%	Equity Japan	53
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to USD) A-acc	0.50%	Equity World Social/Environmental	293
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	5.58%	Equity Japan Social/Environmental	30
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.15%	Equity World Social/Environmental	2
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis	4.60%	Equity Japan Social/Environmental	20
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF ETF JPY (acc)	3.13%	Equity Japan Social/Environmental	125
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	527
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.14%	Equity World	3,866
Invesco FTSE All-World UCITS ETF Dist	0.13%	Equity World	111
WisdomTree Japan Equity UCITS ETF USD Hedged	3.55%	Equity Japan Dividend	68
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	2.85%	Equity Japan Social/Environmental Climate Change	2
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to EUR) A-acc	0.55%	Equity World Social/Environmental	124
iShares MSCI Japan Screened UCITS ETF USD (Dist)	2.64%	Equity Japan Social/Environmental	369
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	13,347
iShares World Equity High Income UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental	2
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	3.13%	Equity Japan Social/Environmental	1
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	2.53%	Equity Japan	307
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	363
UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc	0.01%	Equity World Social/Environmental Climate Change	13
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,225
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	2.62%	Equity Japan Social/Environmental	4
Amundi Prime All Country World UCITS ETF Dist	0.13%	Equity World	2,092
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	2.06%	Equity Japan	57
Deka MSCI Japan Climate Change ESG UCITS ETF	0.95%	Equity Japan Social/Environmental Climate Change	113
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.36%	Equity World Multi-Factor Strategy	548
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc	0.16%	Equity World Social/Environmental	807
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	57
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.16%	Equity World Social/Environmental	11
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (hedged to USD) A-acc	5.30%	Equity Japan Social/Environmental	2
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (hedged to CHF) A-dis	5.30%	Equity Japan Social/Environmental	42
Xtrackers MSCI Japan Screened UCITS ETF 1D	2.62%	Equity Japan Social/Environmental	322
Xtrackers MSCI World Financials UCITS ETF 1C	0.80%	Equity World Financials	921
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to CHF) A-acc	0.55%	Equity World Social/Environmental	154
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.13%	Equity World	5
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.15%	Equity World Social/Environmental Climate Change	2
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	3.06%	Equity Japan Social/Environmental	1
HSBC Developed World Screened Equity UCITS ETF USD	0.21%	Equity World Social/Environmental	110
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.50%	Equity World	78
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.79%	Equity World Multi-Factor Strategy	38

Performance

Returns overview

YTD	-6.69%
1 month	+0.11%
3 months	-10.79%
6 months	-1.33%
1 year	+16.36%
3 years	+118.75%
5 years	+157.20%
Since inception (MAX)	+135.49%
2024	+50.27%
2023	+13.26%
2022	+31.46%
2021	+11.76%

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).