Continue active refreshing of this index's data?

Continue active refreshing of this index's data?

ISTOXX INDICES

Euro iSTOXX 50 Utilities Tilted

Export PDF

Index Description

The EURO iSTOXX 50 Utilities Tilted Index tracks the performance of the components of the EURO STOXX 50 Index and the STOXX Europe 600 Utilities Index. The EURO STOXX 50 accounts for 80% of the index, while the STOXX Europe 600 Utilities accounts for the remaining 20%. The index is reviewed quarterly in March, June, September, and December.

Key facts

  • The EURO STOXX 50 accounts for 80% of the index, while the STOXX Europe 600 Utilities accounts for the remaining 20%.
  • EURO STOXX 50 companies’ weights are capped at 8% and STOXX Europe 600 Utilities companies’ weights are capped at 6%
  • The index is reviewed quarterly in March, June, September, and December

Descriptive Statistics

Index Market Cap (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
Euro iSTOXX 50 Utilities Tilted N/A 1,120.9 14.7 10.8 87.4 0.9 7.8 0.1 11.0
EURO STOXX 50 5,579.1 4,587.1 91.7 75.5 448.9 17.3 9.8 0.4 8.0

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
Euro iSTOXX 50 Utilities Tilted -10.2 -2.2 21.8 53.0 61.1 N/A N/A 22.2 15.5 10.1
EURO STOXX 50 -11.4 -5.4 15.9 47.3 56.8 N/A N/A 16.2 14.0 9.5
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
Euro iSTOXX 50 Utilities Tilted N/A N/A 17.8 16.0 19.2 N/A N/A 0.9 0.7 0.4
EURO STOXX 50 N/A N/A 19.2 17.4 20.7 N/A N/A 0.6 0.6 0.4
Index to benchmark Correlation Tracking error (%)
Euro iSTOXX 50 Utilities Tilted 1.0 1.0 1.0 1.0 1.0 4.3 3.6 3.7 3.4 3.3
Index to benchmark Beta Annualized information ratio
Euro iSTOXX 50 Utilities Tilted 0.9 0.9 0.9 0.9 0.9 3.6 3.7 1.3 0.3 0.1

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(USD, Net Return), all data as of March 31, 2026

ISTOXX INDICES

Euro iSTOXX 50 Utilities Tilted

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
Euro iSTOXX 50 Utilities Tilted 17.5 14.9 17.3 14.9 2.0 3.0 1.5 15.2
EURO STOXX 50 17.2 14.7 17.0 14.7 2.0 2.6 1.6 21.2

Performance and annual returns

Methodology

The components of the EURO STOXX 50 and the STOXX Europe 600 Utilities Index as of the review effective date form the final composition of the index.

The reviews are conducted on a quarterly basis, effective on the Monday after the third Friday in March, June, September and December. The review cut-off date for the underlying data is the last calculation day of February, May, August and November respectively.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Gross Return EUR CH1487685344 IS5UTLGT .IS5UTLGT
Net Return EUR CH1487685336 IS5UTLT IS5UTLT INDEX .IS5UTLT
Price EUR CH1487685351 IS5UTLE .IS5UTLE
Net Return USD CH1487685385 IS5UTLU .IS5UTLU
Price USD CH1487685369 IS5UTLK .IS5UTLK
Gross Return USD CH1487685377 IS5UTLGU .IS5UTLGU

Quick Facts

Weighting Price Weighted
Cap Factor na
No. of components Variable
Review frequency Quarterly
Calculation/distribution Realtime 15 sec
Calculation hours 09:00:00 18:00:00
Base value/base date 1000 as of March. 22, 2010
History Available from March 22, 2010
Inception date March. 05, 2026
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
ASML HLDG Technology Netherlands 7.797%
IBERDROLA Utilities Spain 6.574%
ENEL Utilities Italy 3.908%
TOTALENERGIES Energy France 3.543%
SIEMENS Industrial Goods and Services Germany 3.095%
SAP Technology Germany 3.003%
BCO SANTANDER Banks Spain 2.790%
ALLIANZ Insurance Germany 2.735%
SCHNEIDER ELECTRIC Industrial Goods and Services France 2.646%
NATIONAL GRID Utilities UK 2.542%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of March 31, 2026

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.