Euro Stoxx 50 Index Consultation

研报英文原文证据摘录

Euro Stoxx 50 Index Consultation

J P M O R G A N Global Markets Strategy

20 July 2026

July 2026

On July 10, 2026, STOXX posted a consultation on proposed changes to the EURO Global Quantitative and Derivatives

STOXX 50 Index and its derived indices (see here). The consultation will be open Strategy

until September 4th, 2026. STOXX intends to publish consultation results and any Pankaj Gupta, CFA AC

potential methodology decision by October 2nd, 2026. If adopted, STOXX expects (44-20) 7134-5483

to implement any resulting methodology changes no earlier than September 2027 pankaj.gupta2@jpmorgan.com

and no later than September 2029, subject to the overall feedback on the proposed J.P. Morgan Securities plc

changes and implementation timing. STOXX is also seeking feedback on whether

to implement any changes all at once or in a phased manner.

Here are the proposed rule changes:

1. Removing the current Supersector Capping rule

Current Method: Within each of the 20 ICB Super Sectors, stocks are ranked by

free-float market capitalisation. Stocks are included in the SX5E selection list if

they fall within the top 60% of the free-float market capitalisation of the relevant

Super Sector index. If the next highest-ranked stock (just outside the top 60%)

brings overall coverage closer to 60% in absolute terms, that stock is also included

in the selection list, even if it is not in the top 60%. All current EURO STOXX 50

Index stocks are added to the selection list.

Proposed Change: All stocks from the EURO STOXX index are added to the

selection list in descending order of free-float market capitalization.

Removal of the Supersector Capping rule may make some stocks eligible for

inclusion at future reviews that are currently excluded due to supersector coverage

limits.