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INDUSTRY INDICES

STOXX Europe 600 Financials

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Index Description

The STOXX Industry indices track industries of the relevant benchmark index. There are 11 industries according to the Industry Classification Benchmark (ICB). Companies are categorized according to their primary source of revenue. The following Industries are available: Technology, Telecommunications, Health Care, Financials, Real Estate, Consumer Discretionary, Consumer Staples, Industrials, Basic Materials, Energy, Utilities.

Key facts

  • Categorization according to their primary source of revenue guarantees an accurate classification of companies in their respective business environments

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
STOXX Europe 600 Financials 2,513.7 2,140.1 19.3 8.0 162.4 1.6 7.6 0.1 3.4
STOXX Europe 600 13,412.8 10,703.8 17.8 6.2 325.6 1.1 3.0 0.0 3.5

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
STOXX Europe 600 Financials 2.3 19.3 23.9 36.7 42.1 N/A N/A 24.3 11.1 7.4
STOXX Europe 600 1.0 6.5 10.5 10.2 25.2 N/A N/A 10.7 3.3 4.7
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Europe 600 Financials N/A N/A 13.1 18.7 23.6 N/A N/A 1.4 0.4 0.2
STOXX Europe 600 N/A N/A 10.3 14.5 17.7 N/A N/A 0.7 0.1 0.2
Index to benchmark Correlation Tracking error (%)
STOXX Europe 600 Financials 0.8 0.9 0.9 0.9 0.9 8.4 7.1 6.9 9.1 10.7
Index to benchmark Beta Annualized information ratio
STOXX Europe 600 Financials 0.9 1.1 1.1 1.1 1.2 2.0 1.8 1.7 0.8 0.3

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

2Based on EURIBOR1M

(EUR, Price), all data as of November 29, 2024

INDUSTRY INDICES

STOXX Europe 600 Financials

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
STOXX Europe 600 Financials 9.5 8.9 9.3 9.3 1.1 5.5 1.4 13.5
STOXX Europe 600 17.8 14.0 15.9 15.9 2.0 2.9 1.3 -80.8

Performance and annual returns

Methodology

Indices from the relevant benchmark index are categorized according to their primary source of revenue. The largest stocks in each industry are chosen according to free-float market cap. The detailed methodology including the calculation formula can be found in our rulebook: http://www.stoxx.com/indices/rulebooks.html

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH0004016207 SXFINR SXFINR INDEX .SXFINR
Price EUR CH0004010341 SXFINP SXFINP INDEX .SXFINP
Net Return USD CH0004018781 SXFINV SXFINV INDEX .SXFINV
Price USD CH0004015316 SXFINL SXFINL INDEX .SXFINL
Gross Return EUR CH0147789025 SXFINGR .SXFINGR
Gross Return USD CH0147791625 SXFINGV .SXFINGV

Quick Facts

Weighting FreeFloat MarketCap Weighted
Cap Factor none
No. of components Variable
Review frequency Quarterly
Calculation/distribution Dayend
Calculation hours 18:00:00 18:00:00
Base value/base date 100 as of December. 31, 1991
History Available from Dec. 31, 1986
Inception date April. 01, 1999
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
HSBC Banks UK 7.588%
ALLIANZ Insurance Germany 5.348%
UBS GROUP Financial Services Switzerland 4.564%
ZURICH INSURANCE GROUP Insurance Switzerland 4.105%
LONDON STOCK EXCHANGE Financial Services UK 3.244%
BCO SANTANDER Banks Spain 3.168%
MUENCHENER RUECK Insurance Germany 3.089%
AXA Insurance France 2.844%
BNP PARIBAS Banks France 2.825%
UNICREDIT Banks Italy 2.783%

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

4Based on the composition as of November 29, 2024

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.