Sumitomo Mitsui Financial (SMFG) Invested Capital (2010 - 2026)
Sumitomo Mitsui Financial's Invested Capital came in at $77.19 billion for the quarter ended Jun 30, 2026, down 4.9% from $81.15 billion a year earlier and down 47.5% from the prior quarter.
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Analysis
Sumitomo Mitsui Financial (SMFG) Invested Capital (2010 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Sumitomo Mitsui Financial's Invested Capital was $148.43 billion, down 9.0% from the prior year.
- Invested Capital has declined in each of the last five years, with a five-year compound annual growth rate of -11.6% (years ended Mar 2021 to Mar 2026).
- Going back by year, Invested Capital was $163.19 billion in the year ended Mar 31, 2025 (-13.0%), $187.64 billion in the year ended Mar 31, 2024 (-3.4%), $194.15 billion in the year ended Mar 31, 2023 (-27.6%) and $268.15 billion in the year ended Mar 31, 2022 (-2.3%).
- The figure for the quarter ended Jun 30, 2026 represents the lowest quarterly Invested Capital since the quarter ended Jun 30, 2024.
- Year-over-year, Invested Capital increased in two of the last eight quarters, with an average decline of 6.1%.
- The fastest year-over-year change in Invested Capital over five years came in the quarter ended Sep 30, 2023 (growth of 56.0%), and the weakest in the quarter ended Sep 30, 2022 (a decline of 36.8%).
- Business Quant data shows SMFG's Invested Capital at $147.15 billion (quarter ended Mar 31, 2026), $79.37 billion (quarter ended Dec 31, 2025) and $238.23 billion (quarter ended Sep 30, 2025) in the three quarters before the quarter ended Jun 30, 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3,955.81 Bn |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | 53.87 Bn |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 113.21 Bn |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 1,214.47 Bn |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 1,795.44 Bn |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 220.98 Bn |
| 10 | Sumitomo Mitsui Financial | 93.05 Bn | -1,261.58 Bn | 8.81 Bn | 175.10 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 175.10 Bn |
| Mar 31, 2026 | 200.20 Bn |
| Dec 31, 2025 | 172.25 Bn |
| Sep 30, 2025 | 199.86 Bn |
| Jun 30, 2025 | 174.49 Bn |
| Mar 31, 2025 | 190.83 Bn |
| Dec 31, 2024 | 161.73 Bn |
| Sep 30, 2024 | 217.70 Bn |
| Jun 30, 2024 | 156.82 Bn |
| Mar 31, 2024 | 203.29 Bn |
| Dec 31, 2023 | 167.62 Bn |
| Sep 30, 2023 | 200.05 Bn |
| Jun 30, 2023 | 153.85 Bn |
| Mar 31, 2023 | 210.48 Bn |
| Dec 31, 2022 | 153.07 Bn |
| Sep 30, 2022 | 184.13 Bn |
| Jun 30, 2022 | 153.87 Bn |
| Mar 31, 2022 | 266.67 Bn |
| Dec 31, 2021 | 172.26 Bn |
| Sep 30, 2021 | 288.48 Bn |
API Access
Sumitomo Mitsui Financial Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=SMFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SMFG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=SMFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();