Sumitomo Mitsui Financial Group Inc Strategic Asset Allocation Index
Sumitomo Mitsui Financial Group Inc strategic asset allocation index. Sumitomo Mitsui Financial Group Inc (SMFG) has a Strategic Asset Allocation Index of 392.2% 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 $16.00 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Sumitomo Mitsui Financial Group Inc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Sumitomo Mitsui Financial Group Inc (2003–2026)
Strategic asset allocation index of Sumitomo Mitsui Financial Group Inc from 2003 to 2026. This chart shows how Sumitomo Mitsui Financial Group Inc's Strategic Asset Allocation Index has evolved across 24 annual periods from 2003 to 2026. As of March 2026, the index stands at 392.2%, representing strategic assets of $62.76 Trillion against net assets of $16.00 Trillion USD. Check tangible net worth ratio of Sumitomo Mitsui Financial Group Inc to evaluate the tangible quality of the company's equity base.
Sumitomo Mitsui Financial Group Inc Strategic Asset Allocation Index by Year (2003–2026)
Sumitomo Mitsui Financial Group Inc strategic asset allocation index by year from 2003 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for Sumitomo Mitsui Financial Group Inc from 2003 to 2026, covering 24 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 SMFG market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 392.2% | $62.76 Trillion | $- | $62.76 Trillion | $16.00 Trillion | ▼ -1.0 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 | — |