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Human Capital Disclosure Assessment

Sumitomo Mitsui Financial Group,Inc.

8316TSE Prime · Listed · Checked 2026-10-26Banks2026-03-31

Assessment Scores

Company coverage reference date: 2026-08-31

Overall Score

50.0 / 100
Scores by Assessment Area and Component
Disclosure Governance16.25 / 20
Human Intangible Assets26.25 / 40
Technical Knowledge6.25 / 10
Skills7.5 / 15
Motivation12.5 / 15
Human Capital Investment Flow7.5 / 40

Overall Disclosure Profile

Sumitomo Mitsui Financial Group,Inc. deploys personnel to priority areas covering management infrastructure, DX and analytics, and global operations. The filing discloses achievement of its fiscal 2023–2025 plan. Centered on securing personnel, team-based challenges, and organizational productivity, it combines recruitment, development, and placement with employee compensation linked to corporate value.

The engagement score was 72 in FY2023 and 74 in FY2024 and 2025, and is used to monitor the outcomes of initiatives. However, the disclosure does not verify the effects of individual initiatives or the factors behind improvement. Human capital ROI and related measures are scheduled for future disclosure. Deployment numbers for priority areas alone do not establish capability-specific headcounts or workloads using skills, while childcare-leave indicators contain inconsistencies between their explanations and formulas.

Scores by Assessment Item

Scores assess disclosures in the Annual Securities Report. A score of zero does not mean that an initiative is not implemented or that employees lack capability.

Scores for each of the 16 assessment items
Disclosure Governance
G1Disclosure of Basic Quantitative Information5 / 5
G2Governance and Risk Management5.0 / 5
G3Human Capital Strategy and Basic Policy3.75 / 5
G4Clarity of Indicators, Targets, and Explanations2.5 / 5
Human Intangible Assets
Technical Knowledge
T1Technical Knowledge Base2.5 / 5
T2Acquisition and Accumulation of Technical Knowledge3.75 / 5
Skills
S1Alignment between Technical Knowledge and Practical Work3.75 / 5
S2Volume of Use and Application0.0 / 5
S3Continued Use and Expansion3.75 / 5
Motivation
M1Mechanisms Supporting Motivation5.0 / 5
M2Track Record of Operation3.75 / 5
M3Employee State and Change3.75 / 5
Human Capital Investment Flow
F1Logic from Investment to Outcomes5.0 / 10
F2Magnitude of Outcomes0.0 / 10
F3Calculation Basis and Use in Planning0.0 / 10
F4Verification of the Relationship2.5 / 10

Assessment History

2025-04-01 – 2026-03-31 · Latest recorded assessment

No earlier assessments are recorded. Comparability across periods has not been confirmed.

Sources & Assessment Scope

Current Company Information

Current name source · Listing status source

Filing Information

Assessment Scope & Disclaimer

This assessment is based solely on information disclosed in the company's Japanese-language Annual Securities Report filed through EDINET.

It does not assess the human capital initiatives a company actually implements or the company's human capital capabilities themselves.

Items for which no disclosure was identified in the Annual Securities Report receive no points, regardless of whether the company actually implements the relevant initiatives.

This English-language assessment is a translation of the original Japanese assessment and is provided for convenience. In the event of any discrepancy, the Japanese assessment prevails.