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THEME INDICES

EURO iSTOXX 50 Industrial Revolution 4.0 Tilted

Index Description

The EURO iSTOXX 50 Industrial Revolution 4.0 Tilted Index tracks the performance of all of the EURO STOXX 50 securities and the 10 largest Industry 4.0 securities from the STOXX Global Industry 4.0 Index, subject to country and liquidity screens. The index is reviewed quarterly in March, June, September, and December.

Key facts

  • The EURO STOXX 50 companies account for 80% and the 10 largest Industry 4.0 securities from the STOXX Global Industry 4.0 Index account for 20%.
  • EURO STOXX 50 companies weights are capped at 8% and Industry 4.0 securities are capped 3%.
  • 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 Industrial Revolution 4.0 Tilted N/A 123.7 2.1 1.7 10.8 0.4 8.7 0.3 N/A
EURO STOXX 50 6,280.5 5,127.2 102.5 84.7 561.3 21.8 10.9 0.4 7.4

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 Industrial Revolution 4.0 Tilted 5.0 5.0 31.5 77.0 91.5 N/A N/A 32.2 21.3 14.0
EURO STOXX 50 4.1 4.1 31.9 68.5 88.3 N/A N/A 32.6 19.3 13.7
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
EURO iSTOXX 50 Industrial Revolution 4.0 Tilted N/A N/A 17.0 16.1 18.8 N/A N/A 1.5 1.0 0.6
EURO STOXX 50 N/A N/A 18.6 17.5 20.4 N/A N/A 1.4 0.8 0.5
Index to benchmark Correlation Tracking error (%)
EURO iSTOXX 50 Industrial Revolution 4.0 Tilted 0.9 0.9 0.9 1.0 1.0 6.3 6.3 6.4 5.2 5.1
Index to benchmark Beta Annualized information ratio
EURO iSTOXX 50 Industrial Revolution 4.0 Tilted 0.8 0.8 0.9 0.9 0.9 1.6 1.6 -0.1 0.3 0.0

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

2Based on EURIBOR1M

(USD, Net Return), all data as of January 30, 2026

THEME INDICES

EURO iSTOXX 50 Industrial Revolution 4.0 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 Industrial Revolution 4.0 Tilted 21.4 18.1 20.8 18.1 2.6 3.1 2.1 2.3
EURO STOXX 50 18.9 17.4 18.7 17.4 2.2 3.6 1.7 1.8

Performance and annual returns

Methodology

All of the EURO STOXX 50 Index constituents are selected. The remaining companies in the selection list from the STOXX Global Industry 4.0 Index are ranked in descending order in terms of their free float market capitalization. The top 10 largest securities that are not already part of the EURO STOXX 50 Index are selected. The resulting EURO iSTOXX 50 Industrial Revolution 4.0 Tilted Index comprises 60 securities: 50 from the EURO STOXX 50 Index and 10 from the STOXX Global Industry 4.0 Index.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Price EUR CH1487682945 IS5IR4E .IS5IR4E
Net Return EUR CH1487682952 IS5IR4T IS5IR4T INDEX .IS5IR4T
Gross Return EUR CH1487682960 IS5IR4GT .IS5IR4GT
Gross Return USD CH1487682994 IS5IR4GU .IS5IR4GU
Net Return USD CH1487682986 IS5IR4U .IS5IR4U
Price USD CH1487682978 IS5IR4K .IS5IR4K

Quick Facts

Weighting Price weighted with a weighting factor and capping factor
No. of components 60
Review frequency Quarterly
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:30:00
Base value/base date 1000 as of June. 18, 2012
History Available from Jun. 18, 2012
Inception date January. 09, 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 8.695%
Micron Technology Inc. Technology USA 4.430%
SIEMENS Industrial Goods and Services Germany 3.552%
SAP Technology Germany 3.202%
BCO SANTANDER Banks Spain 2.957%
BROADCOM Technology USA 2.764%
ALLIANZ Insurance Germany 2.606%
SCHNEIDER ELECTRIC Industrial Goods and Services France 2.577%
LVMH MOET HENNESSY Consumer Products and Services France 2.524%
TOTALENERGIES Energy France 2.487%

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

4Based on the composition as of January 30, 2026