Sumitomo Mitsui Financial Group Inc (SMFG) — Strategic Asset Allocation Index

Latest as of September 2025: 376.1%

Sumitomo Mitsui Financial Group Inc (SMFG) has a Strategic Asset Allocation Index of 376.1% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $57.56 Trillion) total $57.56 Trillion, measured against net assets of $15.30 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

376.1%
Strategic Assets / Net Assets

Strategic Assets

$57.56 Trillion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$15.30 Trillion
USD

Sumitomo Mitsui Financial Group Inc Strategic Asset Allocation Index (2003–2025)

This chart shows how Sumitomo Mitsui Financial Group Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2003 to 2025. As of September 2025, the index stands at 376.1%, representing strategic assets of $57.56 Trillion against net assets of $15.30 Trillion USD. Explore cash flow conversion of Sumitomo Mitsui Financial Group Inc to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Sumitomo Mitsui Financial Group Inc (2003–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Sumitomo Mitsui Financial Group Inc from 2003 to 2025, covering 23 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 the full company profile including market capitalisation, see SMFG company net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 393.2% $58.36 Trillion $- $58.36 Trillion $14.84 Trillion ▲ +23.0 pp
2024 370.2% $54.79 Trillion $- $54.79 Trillion $14.80 Trillion ▼ -20.1 pp
2023 390.2% $49.92 Trillion $2.39 Trillion $47.52 Trillion $12.79 Trillion ▼ -42.0 pp
2022 432.2% $52.72 Trillion $1.46 Trillion $51.26 Trillion $12.20 Trillion ▲ +18.0 pp
2021 414.2% $49.28 Trillion $1.46 Trillion $47.82 Trillion $11.90 Trillion ▲ +147.9 pp
2020 266.3% $28.72 Trillion $1.76 Trillion $26.95 Trillion $10.78 Trillion ▲ +41.2 pp
2019 225.1% $25.78 Trillion $1.51 Trillion $24.27 Trillion $11.45 Trillion ▼ -11.3 pp
2018 236.4% $27.45 Trillion $1.51 Trillion $25.94 Trillion $11.61 Trillion ▲ +2.4 pp
2017 234.0% $27.81 Trillion $2.69 Trillion $25.13 Trillion $11.89 Trillion ▲ +206.0 pp
2016 27.9% $2.92 Trillion $2.92 Trillion $0.00 $10.45 Trillion ▲ +27.9 pp
2015 0.0% $1.06 Billion $1.60 Million $1.06 Billion $10.70 Trillion ▼ -325.4 pp
2014 325.5% $30.65 Trillion $22.79 Billion $30.63 Trillion $9.42 Trillion ▲ +325.2 pp
2013 0.2% $21.07 Billion $21.07 Billion $- $8.44 Trillion ▲ +0.1 pp
2012 0.2% $14.32 Billion $14.32 Billion $- $7.25 Trillion ▼ 0.0 pp
2011 0.2% $14.12 Billion $14.12 Billion $- $7.13 Trillion ▲ +0.0 pp
2010 0.2% $11.58 Billion $11.58 Billion $- $7.56 Trillion ▼ -0.1 pp
2009 0.2% $10.17 Billion $10.17 Billion $- $4.61 Trillion ▼ -0.2 pp
2008 0.4% $22.49 Billion $22.49 Billion $- $5.22 Trillion ▲ +0.1 pp
2007 0.3% $15.47 Billion $15.47 Billion $- $5.33 Trillion ▲ +0.0 pp
2006 0.3% $15.38 Billion $15.38 Billion $- $5.57 Trillion ▼ -0.2 pp
2005 0.5% $17.19 Billion $17.19 Billion $- $3.80 Trillion ▼ 0.0 pp
2004 0.5% $18.97 Billion $18.97 Billion $- $4.06 Trillion ▼ 0.0 pp
2003 0.5% $16.98 Billion $16.98 Billion $- $3.42 Trillion
pp = percentage points