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Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

WKN 778924

Market cap (in EUR)

82,570.06 m

Country

Japan

Sector

Finance

Dividend yield

3.52%

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	82,570.06 m
EPS, EUR	1.85
P/B ratio	0.91
P/E ratio	11.48
Dividend yield	3.52%

Income statement (2024)

Revenue, EUR	57,318.19 m
Net income, EUR	7,206.70 m
Profit margin	12.57%

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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 hCHF acc	0.13%	Equity World	336
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	500
Xtrackers MSCI World Value UCITS ETF 1C	0.53%	Equity World Value	2,348
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	20
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	2.85%	Equity Japan Social/Environmental Climate Change	157
SPDR MSCI World Financials UCITS ETF	0.76%	Equity World Financials	317
Xtrackers MSCI World ex USA UCITS ETF 1C	0.49%	Equity World	1,910
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - GBP (D)	5.58%	Equity Japan Social/Environmental	3
Vanguard FTSE Japan UCITS ETF USD Hedged Acc	2.04%	Equity Japan	19
Xtrackers Nikkei 225 UCITS ETF 1D	0.10%	Equity Japan	1,234
UBS Core MSCI World UCITS ETF USD dis	0.13%	Equity World	590
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	1.98%	Equity Japan	186
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	47
Deka MSCI World Climate Change ESG UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	1,176
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	443
iShares Core MSCI Japan IMI UCITS ETF	1.98%	Equity Japan	5,192
iShares World Equity High Income UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental	63
UBS Core MSCI Japan UCITS ETF hUSD acc	2.51%	Equity Japan	90
HSBC MSCI Japan UCITS ETF USD (Acc)	2.53%	Equity Japan	10
Amundi Japan TOPIX II UCITS ETF JPY Dist	2.06%	Equity Japan	89
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	47
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.95%	Equity Asia Pacific Social/Environmental Climate Change	151
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.29%	Equity World Social/Environmental	1,745
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	2.55%	Equity Japan	589
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	350
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	5
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	3,994
Xtrackers MSCI World ESG UCITS ETF 1C	0.31%	Equity World Social/Environmental	4,799
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	375
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	181
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (C)	5.58%	Equity Japan Social/Environmental	144
UBS MSCI ACWI Universal UCITS ETF USD dis	0.16%	Equity World Social/Environmental	1,612
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	309
Vanguard FTSE Japan UCITS ETF Accumulating	2.04%	Equity Japan	941
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	4,302
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental	262
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	1.40%	Equity Asia Pacific Social/Environmental	17
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.52%	Equity World Value	124
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.55%	Equity World Social/Environmental	1,130
Vanguard FTSE Japan UCITS ETF Distributing	2.04%	Equity Japan	2,025
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.29%	Equity World Dividend	5,400
UBS MSCI Japan Socially Responsible UCITS ETF hEUR acc	5.30%	Equity Japan Social/Environmental	87
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	201
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	2.50%	Equity Japan	235
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental Climate Change	258
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	52
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.29%	Equity World Social/Environmental	25
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	99
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	821
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	994
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	10,603
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.51%	Equity World Social/Environmental	333
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.56%	Equity World Social/Environmental	3,991
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	520
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	960
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.21%	Equity World Social/Environmental	199
Xtrackers Nikkei 225 UCITS ETF 1C	0.10%	Equity Japan	164
UBS MSCI Japan Universal UCITS ETF JPY 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	58
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.16%	Equity World Social/Environmental	67
UBS Core MSCI World UCITS ETF hGBP dis	0.13%	Equity World	67
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.30%	Equity World Social/Environmental Climate Change	29
BNP Paribas Easy Sustainable Japan UCITS ETF EUR Acc	2.88%	Equity Japan Social/Environmental	45
iShares MSCI Japan Screened UCITS ETF USD (Acc)	2.64%	Equity Japan Social/Environmental	1,345
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental	1,016
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)	5.68%	Equity Japan Social/Environmental	13
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.55%	Equity World Social/Environmental	284
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental	19
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	2.50%	Equity Japan	463
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 hEUR acc	0.13%	Equity World	190
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR (C)	5.58%	Equity Japan Social/Environmental	322
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.55%	Equity World Social/Environmental	2
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.56%	Equity World Social/Environmental	1,465
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.31%	Equity World Social/Environmental	483
UBS MSCI World Selection UCITS ETF hCHF acc	0.26%	Equity World Social/Environmental	209
UBS Core MSCI Japan UCITS ETF hCHF acc	2.51%	Equity Japan	200
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.14%	Equity World Social/Environmental	79
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.35%	Equity World Social/Environmental	52
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	881
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.16%	Equity World Social/Environmental	87
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.54%	Equity World Social/Environmental	82
iShares Edge MSCI World Value Factor UCITS ETF	0.52%	Equity World Value	3,200
Amundi MSCI World UCITS ETF Acc	0.14%	Equity World	8,692
L&G Japan Equity UCITS ETF	2.40%	Equity Japan Social/Environmental	611
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	5,819
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	126
HSBC MSCI Japan UCITS ETF USD	2.53%	Equity Japan	142
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF	2.58%	Equity Japan Social/Environmental	1,440
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.49%	Equity World Social/Environmental	20
Amundi MSCI Japan UCITS ETF Dist	2.53%	Equity Japan	303
UBS MSCI Pacific Socially Responsible UCITS ETF USD acc	5.31%	Equity Asia Pacific Social/Environmental	135
Xtrackers MSCI Japan UCITS ETF 1C	2.50%	Equity Japan	2,225
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.27%	Equity World Momentum	2,536
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	447
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	92,305
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	5.31%	Equity Asia Pacific Social/Environmental	989
BNP Paribas Easy MSCI Japan ESG Filtered Min TE UCITS ETF EUR Hedged	2.58%	Equity Japan Social/Environmental	119
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	441
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.51%	Equity World Social/Environmental	3,107
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	16,440
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.50%	Equity World Social/Environmental	583
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	12
Xtrackers MSCI World Momentum UCITS ETF 1C	0.27%	Equity World Momentum	1,412
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	87
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	856
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	541
Amundi MSCI World Ex USA UCITS ETF Acc	0.50%	Equity World	385
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	2,094
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.54%	Equity World Social/Environmental	106
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental Climate Change	31
iShares MSCI Japan SRI UCITS ETF USD (Acc)	5.68%	Equity Japan Social/Environmental	513
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental Climate Change	110
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	405
Invesco FTSE RAFI All World 3000 UCITS ETF	0.32%	Equity World Fundamental/Quality	81
WisdomTree Japan Equity UCITS ETF USD Acc	3.55%	Equity Japan Dividend	161
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	221
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - EUR Hedged (D)	5.58%	Equity Japan Social/Environmental	8
UBS Core MSCI Japan UCITS ETF hEUR acc	2.51%	Equity Japan	89
UBS MSCI World UCITS ETF USD dis	0.13%	Equity World	1,248
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	3,843
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	1,482
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	415
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.15%	Equity World Social/Environmental Climate Change	27
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.14%	Equity World	2,579
UBS Core MSCI Japan UCITS ETF JPY acc	2.51%	Equity Japan	2,671
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	5.30%	Equity Japan Social/Environmental	100
iShares MSCI Japan Climate Transition Aware UCITS ETF USD (Acc)	4.21%	Equity Japan Social/Environmental Climate Change	8
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.50%	Equity World Social/Environmental	34
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.48%	Equity World Social/Environmental Catholic principles	64
IndexIQ Factors Sustainable Japan Equity UCITS ETF	2.23%	Equity Japan Social/Environmental	103
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.29%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.13%	Equity World	10,485
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	2.51%	Equity Japan	49
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	3.06%	Equity Japan Social/Environmental	201
Amundi MSCI Japan UCITS ETF EUR Hedged Dist	2.53%	Equity Japan	76
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.14%	Equity World	33
Deka MSCI World UCITS ETF Distribution	0.14%	Equity World	3,449
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,154
iShares Nikkei 225 UCITS ETF (DE)	0.10%	Equity Japan	140
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.50%	Equity World Social/Environmental	528
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	4.60%	Equity Japan Social/Environmental	23
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental	475
iShares MSCI World SRI UCITS ETF USD (Dist)	0.54%	Equity World Social/Environmental	1,398
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc)	0.36%	Equity World Multi-Factor Strategy	8
Amundi Prime Japan UCITS ETF DR (D)	2.35%	Equity Japan	1,737
Xtrackers MSCI World ex USA UCITS ETF 1D Distribution	0.49%	Equity World	90
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	52
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.49%	Equity World Social/Environmental	87
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	179
Xtrackers MSCI Japan UCITS ETF 1D	2.50%	Equity Japan	63
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	155
Amundi Japan TOPIX II UCITS ETF EUR Dist	2.06%	Equity Japan	427
Xtrackers MSCI World Screened UCITS ETF 1D	0.14%	Equity World Social/Environmental	108
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.16%	Equity Japan Social/Environmental Climate Change	103
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.13%	Equity World Social/Environmental	3,430
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	5.30%	Equity Japan Social/Environmental	425
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	2.87%	Equity Japan Social/Environmental	411
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.50%	Equity World Social/Environmental	33
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.49%	Equity World Social/Environmental	71
Invesco FTSE All-World UCITS ETF Acc	0.13%	Equity World	1,295
UBS MSCI World Selection UCITS ETF hEUR acc	0.26%	Equity World Social/Environmental	40
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	26
Amundi Prime Japan UCITS ETF DR (C)	2.35%	Equity Japan	221
iShares MSCI World Screened UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	688
UBS Core MSCI Japan UCITS ETF hEUR 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	21
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	40
Xtrackers MSCI World ESG UCITS ETF 1D	0.31%	Equity World Social/Environmental	301
iShares MSCI World Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	3,818
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.14%	Equity World	1,385
Amundi MSCI World UCITS ETF DR - USD (D)	0.14%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.16%	Equity World Social/Environmental	169
iShares MSCI Japan UCITS ETF USD (Acc)	2.49%	Equity Japan	844
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.50%	Equity World Social/Environmental	651
UBS Core MSCI Japan UCITS ETF JPY dis	2.51%	Equity Japan	787
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.54%	Equity World Social/Environmental	431
BNP Paribas Easy Sustainable Japan UCITS ETF EUR R Acc	2.88%	Equity Japan Social/Environmental	276
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.79%	Equity World Multi-Factor Strategy	813
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.16%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	726
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	3.13%	Equity Japan Social/Environmental	299
UBS MSCI World Selection UCITS ETF USD acc	0.26%	Equity World Social/Environmental	469
iShares Nikkei 225 UCITS ETF (Acc)	0.10%	Equity Japan	322
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	2.85%	Equity Japan Social/Environmental Climate Change	336
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	66
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.50%	Equity World Social/Environmental	474
Amundi MSCI Japan UCITS ETF GBP Hedged Acc	2.53%	Equity Japan	10
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	6,965
VanEck World Equal Weight Screened UCITS ETF A	0.48%	Equity World Equal Weighted	967
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	1.98%	Equity Japan	36
WisdomTree Japan Equity UCITS ETF EUR Hedged Acc	3.55%	Equity Japan Dividend	26
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.54%	Equity World Social/Environmental	6,888
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,097
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	1,098
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	18,973
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	776
iShares MSCI Japan UCITS ETF (Dist)	2.50%	Equity Japan	1,326
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.04%	Equity World Financials Social/Environmental	522
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.15%	Equity World Social/Environmental Climate Change	110
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	94
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	4,109
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	41
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.16%	Equity World Social/Environmental	19
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	58
UBS Core MSCI Japan UCITS ETF hGBP dis	2.51%	Equity Japan	205
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	2,040
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	38
iShares MSCI ACWI UCITS ETF USD (Acc)	0.13%	Equity World	17,532
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	54
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.50%	Equity World Social/Environmental	309
Amundi MSCI Japan SRI Climate Paris Aligned UCITS ETF DR - USD Hedged (C)	5.58%	Equity Japan Social/Environmental	31
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	21
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF ETF JPY (acc)	3.13%	Equity Japan Social/Environmental	133
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	549
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.14%	Equity World	4,064
Invesco FTSE All-World UCITS ETF Dist	0.13%	Equity World	117
WisdomTree Japan Equity UCITS ETF USD Hedged	3.55%	Equity Japan Dividend	70
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	2.85%	Equity Japan Social/Environmental Climate Change	2
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.55%	Equity World Social/Environmental	126
iShares MSCI Japan Screened UCITS ETF USD (Dist)	2.64%	Equity Japan Social/Environmental	371
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	14,113
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	310
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	381
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD 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	2,221
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	115
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.36%	Equity World Multi-Factor Strategy	571
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.16%	Equity World Social/Environmental	846
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	59
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.16%	Equity World Social/Environmental	12
UBS MSCI Japan Socially Responsible UCITS ETF hUSD acc	5.30%	Equity Japan Social/Environmental	2
UBS MSCI Japan Socially Responsible UCITS ETF hCHF dis	5.30%	Equity Japan Social/Environmental	43
Xtrackers MSCI Japan Screened UCITS ETF 1D	2.62%	Equity Japan Social/Environmental	327
Xtrackers MSCI World Financials UCITS ETF 1C	0.80%	Equity World Financials	968
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.55%	Equity World Social/Environmental	161
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.13%	Equity World	6
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	149
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.50%	Equity World	79
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.79%	Equity World Multi-Factor Strategy	40

Performance

Returns overview

YTD	-5.80%
1 month	+7.26%
3 months	-13.66%
6 months	-2.12%
1 year	+9.88%
3 years	+122.74%
5 years	+145.50%
Since inception (MAX)	+137.73%
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).