Sumitomo Mitsui Financial Group Inc (SMFG) — 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. Check how resilient are Sumitomo Mitsui Financial Group Inc's assets to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Sumitomo Mitsui Financial Group Inc Strategic Asset Allocation Index (2003–2026)
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. See Sumitomo Mitsui Financial Group Inc free cash flow to debt ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Sumitomo Mitsui Financial Group Inc (2003–2026)
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 the full company profile including market capitalisation, see Sumitomo Mitsui Financial Group Inc market capitalisation.
| 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 | — |