David González Romero
DGRES 12 - Reduced Spanish Stock Market Benchmark

DGRESXII

Index Performance

+8.66%
DGRESXII
+4.62%
VO

Overview

Description

The objective is to track the Spanish benchmark Ibex 35 with a market-cap-weighted index limited to 12 stocks. Assets are individually selected based on fundamental and technical metrics aiming at composing a relevant and diversified index. Selected metrics at inception date: Maximum Pearson correlation between members (1-year daily): 0.53 Maximum Beta (5-year monthly): 1.46 Maximum Price/Earnings ratio (TTM): 35.5 Minimum Market Cap: € 2.5 billion Maximum weight (market cap): 16.6% Minimum weight (market cap): 0.8%

  • TickerDGRESXII
  • Inception Date02/27/2024
  • WeightingMarket Cap
  • # of holdings12
What's inside?

Holdings

All holdings as of April 18, 2024
CSV download
Industria de Diseño Textil SA (ITX)38.83%$144.83B10.37%49.70%3.28
Iberdrola SA (IBE)19.57%$75.42B-8.90%23.17%2.83
Banco Bilbao Vizcaya Argentaria SA (BBVA)17.75%$63.55B40.36%N/A2.71
Aena S.M.E. SA (AENA)7.47%$27.90B20.51%69.39%N/A
Telefónica SA (TEF)6.35%$24.03B1.65%9.52%1.74
ACS Actividades de Construcción y Servicios SA (ACS)2.64%$10.76B6.31%8.11%0.32
Mapfre SA (MAP)1.92%$7.14B29.73%N/A0.38
Acciona SA (ANA)1.63%$6.28B52.04%50.71%0.98
Laboratorios Farmaceúticos Rovi SA (ROVI)1.26%$4.60B9.70%60.22%3.29
Fluidra SA (FDR)1.03%$3.89B-14.20%28.88%2.30
Indra Sistemas SA (IDR)0.90%$3.41B12.77%22.56%0.66
Acerinox SA (ACX)0.66%$2.52B-23.95%20.79%0.46
Market data by FactSet

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