| Field | Value | Source text | Reading (model) |
|---|---|---|---|
| G1 Scope, precedence and principles · 9 fields | |||
| Guide purpose | Provides general information on industry classifications used by STOXX and DAX indices and references or links to third parties that create the data. | This Guide contains general information pertaining to industry classifications used in STOXX and DAX indices, together with any references and links to third-parties that create the data.Open p.5 ↗ |
The guide provides general information on industry classifications used by STOXX and DAX indices and references or links to third-party data creators. |
| Publication channel | https://www.stoxx.com/rulebooks | All guides are available for download on https://www.stoxx.com/rulebooks.Open p.3 ↗ |
STOXX guides are available for download at https://www.stoxx.com/rulebooks. |
| Change history | July 2022: first publication, January 2023: added STOXX Eligible Market Segments guide reference and removed iSTOXX Bond Index guide reference, February 2023: removed STOXX Bond Index guide reference, September 2023: added DAX Equity Guide reference and DAX classification sections, December 2024: document design update, December 2025: introduction section update, April 2026: removed STOXX Currency Rates Indices Methodology guide reference | July 2022: First publication January 2023: Added reference of STOXX Eligible Market Segments guide and removed reference of iSTOXX Bond Index guide February 2023: Removed reference of STOXX Bond Index guide September 2023: Added reference of DAX Equity Guide and addition of sections ‘DAX Equity Industry Classification’ and ‘Deutsche Bundesbank Banking Statistics Customer Classification’. December 2024: Update of the document design December 2025: Update in the section of ‘Introduction to the Index Guides Published by STOXX’ April 2026: Removed reference of STOXX Currency Rates Indices Methodology guide.Open p.43 ↗ |
The guide's change history runs from first publication in July 2022 through an April 2026 update. |
| Covered indices | STOXX indices, DAX indices | This Guide contains general information pertaining to industry classifications used in STOXX and DAX indices, together with any references and links to third-parties that create the data.Open p.5 ↗ |
The industry-classification guide applies to industry classifications used in STOXX and DAX indices. |
| Precedence rule | Industry classifications are used in accordance with the calculation rules described in the relevant index methodology guides. | STOXX uses industry classification to identify index eligibility and to segment index components into sub-indices and thematic indices, in accordance with the index calculation rules described in the various index methodology guides highlighted in Section 1 Introduction to the Index Guides published by STOXX.Open p.5 ↗ |
Industry classification is applied to eligibility and index segmentation in accordance with the calculation rules in the applicable STOXX or DAX methodology guides. |
| Principles | industry classification determines index eligibility, industry classification segments components into sub-indices and thematic indices | STOXX uses industry classification to identify index eligibility and to segment index components into sub-indices and thematic indices, in accordance with the index calculation rules described in the various index methodology guides highlighted in Section 1 Introduction to the Index Guides published by STOXX.Open p.5 ↗ |
STOXX uses industry classifications to determine index eligibility and to segment components into sub-indices and thematic indices. |
| Administrator | STOXX Ltd. | STOXX maintains and publishes several guides related to the construction, calculation and dissemination of its indices. All guides are available for download on https://www.stoxx.com/rulebooks.Open p.3 ↗ |
STOXX Ltd. maintains and publishes the index guides, including this industry-classification guide. |
| Rulebook version | — | — (not found verbatim in the PDF) |
|
| Effective date | — | — (not found verbatim in the PDF) |
|
Open points · 10Model-written, for reference
- 1No printed rulebook version label was found.
- 2No explicit effective date for the current guide version was found.
- 3No express precedence rule stating which document controls in a conflict was found; the text only says industry classification is used in accordance with the index methodology guides.
- 4Not coveredG2 Calculation and publication: not covered by this edition
- 5Not coveredG3 Prices and market data: not covered by this edition
- 6Not coveredG4 Corporate events: not covered by this edition
- 7Not coveredG5 Shares, free float and weight factors: not covered by this edition
- 8Not coveredG6 Disruption, emergencies and corrections: not covered by this edition
- 9Not coveredG7 Review and constituent changes: not covered by this edition
- 10Not coveredG8 Governance, changes and termination: not covered by this edition
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