Japan Financials - Large Banks and Investment Companies

Period Return
54.4%
Return Rank
Strong
Risk Exposure
Above Average

Focus on Japan's largest financial institutions with a global reach 

  • international banks - withe 'mega' banks Mitsubishi UFJ Financial Group and Mizuho Financial Group   - and financial service groups with Orix  
  • Sōgō shōsha conglomerates - diversified investment companies with a global presence in a wide range of industries - with market caps over $90 billion on average, accounting for smaller Sumitomo Mitsui Trust  and Marubeni   
  • Softbank  - a 'sui generis' investment company

With significant exposure to booming Asia (ex-China)

With potentially beneficial exposure to Bank of Japan rate increase guidance

 

The companion theme Japanese companies - Sōgō shōsha rising provides additional information on the sōgō shōsha conglomerates

 

Overview of Japanese equity and ETFs, listed on U.S. markets and OTC

 

Our platform of asset information unfortunately does not will include fundamental data information for OTC (over-the-counter) quoted firms 

To highlight momentum and check trends, selected a short time frame - from two weeks to six months - on the menu (top right)

Bookmark stocks and funds and test investments in your vitual portfolio

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Orix Corp (ADR) IX FinanceDiversified Financial Services39.7644 B86.9% Strong Up Low Risk
Nomura Holdings (ADR) NMR FinanceDiversified Financial Services8.6526 B41.5% Weak Up Below Average
Mizuho Financial Group (ADR) MFG FinanceGlobal Banks9.79124 B77.3% Weak Up Below Average
Mitsubishi UFJ Financial Group (ADR) MUFG FinanceGlobal Banks20.05247 B47.5% Weak Up Low Risk
Tokio Marine Holdings (ADR) TKOMY FinanceGlobal Insurance - Multi-line45.12-11.5% Neutral Average Risk
Sumitomo Mitsui Trust (ADR) SUTNY FinanceTrust Banks7.44-39.5% Weak Up Low Risk
Mitsui & Co. (ADR) MITSY ConglomeratesIndustrial Conglomerates570.00-41.7% Sharp Down Below Average
Sumitomo Corporation (ADR) SSUMY ConglomeratesIndustrial Conglomerates39.35-57.5% Weak Down Below Average
Itochu Corp (ADR) ITOCY ConglomeratesIndustrial Conglomerates11.20-9.0% Weak Down Below Average
Mitsubishi Corp. MSBHF ConglomeratesIndustrial Conglomerates28.20-44.1% Weak Down Average Risk
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