Sumitomo Mitsui Financial Group Inc Strategic Asset Allocation Index

Latest as of March 2026: 393.9%

Sumitomo Mitsui Financial Group Inc strategic asset allocation index. Sumitomo Mitsui Financial Group Inc (XMFA) has a Strategic Asset Allocation Index of 393.9% as of March 2026. Strategic assets (PP&E of €- plus long-term investments of €62.76 Trillion) total €62.76 Trillion, measured against net assets of €15.93 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See XMFA net asset quality index to measure how much of total assets are equity-financed.

SAAI

393.9%
Strategic Assets / Net Assets

Strategic Assets

€62.76 Trillion
PP&E + LT Investments

PP&E

€-
EUR

Net Assets

€15.93 Trillion
EUR

Strategic Asset Allocation Index of Sumitomo Mitsui Financial Group Inc (2017–2026)

Strategic asset allocation index of Sumitomo Mitsui Financial Group Inc from 2017 to 2026. This chart shows how Sumitomo Mitsui Financial Group Inc's Strategic Asset Allocation Index has evolved across 10 annual periods from 2017 to 2026. As of March 2026, the index stands at 393.9%, representing strategic assets of €62.76 Trillion against net assets of €15.93 Trillion EUR. Check XMFA intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

Sumitomo Mitsui Financial Group Inc Strategic Asset Allocation Index by Year (2017–2026)

Sumitomo Mitsui Financial Group Inc strategic asset allocation index by year from 2017 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for Sumitomo Mitsui Financial Group Inc from 2017 to 2026, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Sumitomo Mitsui Financial Group Inc (XMFA) market capitalisation.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2026 393.9% €62.76 Trillion €- €62.76 Trillion €15.93 Trillion ▲ +40.0 pp
2025 353.9% €52.52 Trillion €- €52.52 Trillion €14.84 Trillion ▲ +17.8 pp
2024 336.0% €49.73 Trillion €- €49.73 Trillion €14.80 Trillion ▼ -54.2 pp
2023 390.2% €49.92 Trillion €2.39 Trillion €47.52 Trillion €12.79 Trillion ▼ -44.5 pp
2022 434.7% €53.02 Trillion €1.76 Trillion €51.26 Trillion €12.20 Trillion ▲ +18.1 pp
2021 416.7% €49.58 Trillion €1.75 Trillion €47.82 Trillion €11.90 Trillion ▲ +154.0 pp
2020 262.6% €28.72 Trillion €1.76 Trillion €26.95 Trillion €10.93 Trillion ▲ +43.7 pp
2019 219.0% €25.78 Trillion €1.51 Trillion €24.27 Trillion €11.77 Trillion ▼ -0.7 pp
2018 219.7% €27.45 Trillion €1.51 Trillion €25.94 Trillion €12.50 Trillion ▼ -14.3 pp
2017 234.0% €27.81 Trillion €2.69 Trillion €25.13 Trillion €11.89 Trillion —
pp = percentage points