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ISTOXX INDICES

iSTOXX EMU Transition

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Index Description

The iSTOXX EMU Transition Index tracks the performance of companies from the STOXX Developed Eurozone Universal All Cap Index that demonstrate meaningful exposure to climate transition activities. The index selects securities that derive at least 10% of their revenues from activities aligned with, or assessed to be aligned with, the EU Taxonomy criteria for climate change mitigation. Companies classified under Financials (ICB Industry 30) and Media (ICB Supersector 4030) are excluded, as well as those in specific sub-sectors including Casino and Gambling (40501020), Recreational Services (40501030) and Transaction Processing Services (50205015). In addition, securities listed as savings shares are not eligible, and only companies meeting the minimum 10% EU Taxonomy-aligned revenue threshold, based on reported or modelled data, are included in the index. The resulting composition provides targeted exposure to Eurozone companies contributing to the transition towards a low-carbon economy, while maintaining broad market representation through free-float market capitalization weighting without capping constraints

Key facts

  • The index targets Eurozone companies with meaningful climate transition exposure, selecting constituents that generate at least 10% of revenues aligned or expected to be aligned with EU Taxonomy criteria for climate change mitigation, based on ISS Sustainability data.
  • A clearly defined screening framework shapes the eligible universe, combining a EUR 200m minimum free-float market capitalization threshold with targeted sector exclusions (Financials, Media and selected sub-sectors such as Casino & Gambling, Recreational Services and Transaction Processing Services) and the removal of securities that are listed as “savings shares”.
  • The index delivers broad, uncapped exposure to transition-relevant companies in the Eurozone, weighting constituents by free-float market capitalization and maintaining diversification across the STOXX Developed Eurozone Universal All Cap universe.

Descriptive Statistics

Index Market Cap (EUR bn) Components (EUR bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
iSTOXX EMU Transition 2,151.7 1,681.0 11.9 2.1 208.9 0.2 12.4 0.0 N/A
STOXX Developed Eurozone Universal All Cap 10,112.4 7,651.6 8.6 0.9 668.2 0.0 8.7 0.0 3.4

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
iSTOXX EMU Transition 2.0 12.9 22.8 N/A N/A N/A N/A 22.8 N/A N/A
STOXX Developed Eurozone Universal All Cap 3.1 9.3 18.9 44.3 45.9 N/A N/A 18.9 13.0 7.8
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
iSTOXX EMU Transition N/A N/A 16.8 16.3 16.3 N/A N/A 1.1 0.8 0.8
STOXX Developed Eurozone Universal All Cap N/A N/A 14.1 14.0 16.0 N/A N/A 1.1 0.7 0.3
Index to benchmark Correlation Tracking error (%)
iSTOXX EMU Transition 0.9 0.9 0.9 0.9 0.9 8.0 8.1 6.9 6.3 6.3
Index to benchmark Beta Annualized information ratio
iSTOXX EMU Transition 1.1 1.1 1.1 1.1 0.9 -1.6 0.8 0.5 0.5 0.5

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

2Based on EURIBOR1M

(EUR, Price), all data as of June 30, 2026

ISTOXX INDICES

iSTOXX EMU Transition

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
iSTOXX EMU Transition 23.5 18.4 20.1 18.3 2.3 2.8 1.1 13.1
STOXX Developed Eurozone Universal All Cap 58.0 16.1 18.3 15.9 2.1 2.7 1.3 15.0

Performance and annual returns

Methodology

The iSTOXX EMU Transition index tracks the performance of securities in the STOXX Developed Eurozone Universal All Cap after applying a set of screens. Companies passing the screens and having EU taxonomy aligned revenues, both reported or modelled, for mitigating climate change greater than or equal to 10% are selected for the index. The index is reviewed quarterly in March, June, September, and December with base value as 1000 on March 15,2024.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH1546181111 ISBETEN ISBETEN INDEX .ISBETEN
Gross Return EUR CH1546181129 ISBETEG ISBETEG INDEX .ISBETEG
Price EUR CH1546181103 ISBETEP ISBETEP INDEX .ISBETEP
Net Return USD CH1546181145 ISBETUN ISBETUN INDEX .ISBETUN
Gross Return USD CH1546181152 ISBETUG ISBETUG INDEX .ISBETUG
Price USD CH1546181137 ISBETUP ISBETUP INDEX .ISBETUP

Quick Facts

Weighting Free float market cap weighted
Cap Factor NA
No. of components Variable
Review frequency Quaterly in March, June, September, and December.
Calculation/distribution Realtime 15 sec
Calculation hours 00:09:00 18:00:00
Base value/base date 1000 as of March. 15, 2024
History NA
Inception date 2026-07-01 00:00:00
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
SIEMENS Industrial Goods and Services Germany 12.421%
SCHNEIDER ELECTRIC Industrial Goods and Services France 9.795%
IBERDROLA Utilities Spain 8.338%
SIEMENS ENERGY Energy Germany 8.066%
ENEL Utilities Italy 4.863%
VINCI Construction and Materials France 4.425%
ENGIE Utilities France 3.337%
DEUTSCHE POST Industrial Goods and Services Germany 3.087%
PRYSMIAN Industrial Goods and Services Italy 2.574%
E.ON Utilities Germany 2.407%

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

4Based on the composition as of June 30, 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.