- Index closed at 2,729.62 as of August 8, 2025, marking a 20.52% one-year return.
- Tracks 50 largest Eurozone and U.S. companies with highest positive UN SDG revenue alignment, excluding ESG non-compliant firms.
- Top holdings include Alphabet, SAP, Tesla, Siemens, Allianz, Schneider Electric, Banco Santander, Oracle, Procter & Gamble, and Iberdrola.
Performance Overview
The S&P Transatlantic 50 SDG FMC Weighted Index measures equity performance across the Eurozone and U.S., weighted by float-adjusted market capitalization within each region and capped by sector. Constituents are selected for strong alignment with UN Sustainable Development Goals (SDGs) and screened to exclude companies with specific business involvements, ESG controversies, or negative net SDG revenue alignment.
As of August 8, 2025, the index reached 2,729.62, delivering a 20.52% return over the past year. Since its launch on November 13, 2023, the index has been rebalanced quarterly in March, June, September, and December.
Regional & Sector Composition
The U.S. accounts for just over half of the index weight (50.4%), followed by Germany (22.7%), France (11.47%), and Spain (10.1%). Sector caps limit exposure to a maximum of 10 companies per GICS® sector, maintaining diversification.
Index Leaders
As of July 31, 2025, the largest index constituents by weight were:
- Alphabet Inc. (GOOG) – Communication Services
- SAP SE (SAP) – Information Technology
- Tesla Inc. (TSLA) – Consumer Discretionary
- Siemens AG (SIE) – Industrials
- Allianz SE (ALV) – Financials
Methodology & Data
S&P Dow Jones Indices uses Impact Cubed’s granular revenue and operational data to assess SDG alignment. This approach evaluates both what companies produce and how they operate, mapping to positive, neutral, or negative SDG contributions.
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