SMI Expanded

Last updated
SMI Expanded
FoundationNovember 15, 2004 (history from January 3, 1996)
Operator SIX Swiss Exchange
Exchanges SIX Swiss Exchange
Trading symbolSMIEXP [1] [2]
Constituents50
TypeLarge and mid cap, price index
Market cap CHF 1,390 billion (full, end 2017) [3]
Weighting method Market value-weighted, free-float-adjusted
Related indices SMI, SMI MID, SPI
Website
ISIN CH0019399853 [1] [2]
Reuters .SMIEXC
Bloomberg SMIEXC

The SMI Expanded is a capitalization-weighted stock index of large-cap and mid-cap companies listed on the SIX Swiss Exchange. [3]

It is made up of the components in the Swiss Market Index (SMI) and in the SMI MID, [4] representing more than 90% of the total SPI market capitalization. [4] It was created on November 15, 2004, and retroactively computed from January 3, 1996, with a calibration on 1,000 points as of December 31, 1999. [3]

Current constituents

The current 50 constituents are the 20 large-cap companies listed on the Swiss Market Index (SMI) page and the 30 mid-caps listed on the SMI MID page. [5] [4]

RankName [6] IndustryTickerCanton
1 Nestlé SA Food NESN.SW Vaud
3 Roche Holding AG (2 share lines)Pharmacy ROG.SW Basel
2 Novartis International AG Pharmacy NOVN.SW Basel
7 Compagnie Financière Richemont SA Luxury Goods CFR.SW Geneva
6 Zurich Insurance Group AG Insurance ZURN.SW Zurich
4 UBS Group AG Banks UBSG.SW Zurich/Basel
5 ABB Ltd Electrical equipment ABBN.SW Zurich
11 Lonza Group AG Chemistry LONN.SW Basel
9 Sika AG Chemistry SIKA.SW Zug
10 Alcon Inc Pharmacy ALC.SW Fribourg
12 Givaudan SA Chemistry GIVN.SW Geneva
8 Holcim Limited Building materials HOLN.SW St. Gallen
22 Swisscom AG Telecommunications SCMN.SW Bern
14 Partners Group Holding AG Private equity PGHN.SW Zug
13 Swiss Reinsurance Company Ltd Insurance SREN.SW Zurich
21 Sonova Medical devices SOON.SW Zurich
16 Geberit AG Sanitary engineering GEBN.SW St. Gallen
15 Swiss Life Holding AG Insurance SLHN.SW Zurich
23 Logitech International SA Computer hardware and software LOGN.SW Vaud
19 Kuehne + Nagel Logistics KNIN.SW Schwyz
20 Straumann PharmacySTMN.SWBasel
25 Lindt & Sprüngli (2 share lines)ConfectioneryLISN.SWZurich
24 VAT Group Vacuum technologyVACN.SWSt. Gallen
26 Julius Baer BanksBAER.SWZurich
27 Schindler (2 share lines)Vertical transportationSCHN.SWLucerne
28BaloiseInsuranceBALN.SWBasel
29 Swiss Prime Site Real EstateSPSN.SWZurich
30 SIG Group PackagingSIGN.SWSchaffhausen
31 PSP Swiss Property Real EstateSIGN.SWZug
32 Belimo HVACBEAM.SWZurich
33Georg FischerManufacturingGF.SWSchaffhausen
34 Swatch Group WatchesUHR.SWBiel
35 Barry Callebaut ChocolateBARN.SWZurich
36 Ems-Chemie ChemicalsEMSN.SWSchwyz
37 Adecco Group Professional ServicesADEN.SWZurich
38 Helvetia InsuranceHELN.SWSt. Gallen
39 Temenos SoftwareTEMN.SWGeneva
40 Flughafen Zürich Airport operatorFHZN.SWZurich
41 Galenica PharmacyGALE.SWBern
42 Tecan LaboratoryTECN.SWZurich
43 Avolta Travel RetailAVOL.SWBasel
44 BKW Energie Electrical PowerBKWB.SWBern
45 Clariant ChemicalsCLN.SWBasel-Landschaft
46 ams Osram SemiconductorsAMS.SWAUSTRIA
47 Meyer Burger PhotovoltaicsMBTN.SWBern
18 SGS AG QualitySGSN.SWGeneva
17 Sandoz PharmacySDZ.SWBasel

Notes and references

  1. 1 2 "Kurs SMI Expanded TR". Cash. Retrieved 24 July 2019.
  2. 1 2 "SMI Expanded aktuell TR". finanzen.ch. Retrieved 24 July 2019.
  3. 1 2 3 "Swiss Market Family (SMI) – Factsheet" (PDF). SIX Swiss Exchange. Retrieved 17 April 2019.
  4. 1 2 3 "SMI Expanded". Finanz und Wirtschaft. Retrieved 24 July 2019.
  5. "SMI Expanded". SIX Swiss Exchange. Retrieved 17 April 2019.
  6. finanzen.ch (2024-09-03). "SMI Expanded constituents". finanzen.ch.


Related Research Articles

<span class="mw-page-title-main">Nasdaq</span> American stock exchange

The Nasdaq Stock Market is an American stock exchange based in New York City. It is the most active stock trading venue in the U.S. by volume, and ranked second on the list of stock exchanges by market capitalization of shares traded, behind the New York Stock Exchange. The exchange platform is owned by Nasdaq, Inc., which also owns the Nasdaq Nordic stock market network and several U.S.-based stock and options exchanges. Although it trades stock of healthcare, financial, entertainment, retail, and food businesses, it focuses more on technology stocks. The exchange is made up of both American and foreign firms, with China and Israel being the largest foreign sources.

<span class="mw-page-title-main">DAX</span> Blue chip stock market index

The DAX is a stock market index consisting of the 40 major German blue chip companies trading on the Frankfurt Stock Exchange. It is a total return index. Prices are taken from the Xetra trading venue. According to Deutsche Börse, the operator of Xetra, DAX measures the performance of the Prime Standard's 40 largest German companies in terms of order book volume and market capitalization. DAX is the equivalent of the UK FTSE 100 and the US Dow Jones Industrial Average, and because of its small company selection it does not necessarily represent the vitality of the German economy as a whole.

<span class="mw-page-title-main">Market capitalization</span> Total value of a public companys outstanding shares

Market capitalization, sometimes referred to as market cap, is the total value of a publicly traded company's outstanding common shares owned by stockholders.

<span class="mw-page-title-main">CAC 40</span> Blue chip stock market index

The CAC 40 is a benchmark French stock market index. The index represents a capitalization-weighted measure of the 40 most significant stocks among the 100 largest market caps on the Euronext Paris. It is a price return index. It is one of the main national indices of the pan-European stock exchange group Euronext alongside Euronext Amsterdam's AEX, Euronext Brussels' BEL20, Euronext Dublin's ISEQ 20, Euronext Lisbon's PSI-20 and the Oslo Bors OBX Index. It is an index without dividends. Cotation operates every working day from 9:00 a.m. to 5:30 p.m. It is updated every 15 seconds.

<span class="mw-page-title-main">S&P 500</span> American stock market index

The Standard and Poor's 500, or simply the S&P 500, is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices and includes approximately 80% of the total market capitalization of U.S. public companies, with an aggregate market cap of more than $43 trillion as of January 2024.

SIX Swiss Exchange, based in Zürich, is Switzerland's principal stock exchange. SIX Swiss Exchange also trades other securities such as Swiss government bonds and derivatives such as stock options.

<span class="mw-page-title-main">NIFTY Next 50</span> Indian stock market index

The NIFTY Next 50 is an stock market index provided and maintained by NSE Indices. It represents the next rung of liquid securities after the NIFTY 50. It consists of 50 companies representing approximately 10% of the traded value of all stocks on the National Stock Exchange of India. It is quoted using the symbol NIFTYJR.

<span class="mw-page-title-main">KOSPI</span> Korean stock market index

The Korea Composite Stock Price Index or KOSPI (Korean: 한국종합주가지수) is the index of all common stocks traded on the Stock Market Division—previously, Korea Stock Exchange—of the Korea Exchange. It is the representative stock market index of South Korea, analogous to the S&P 500 in the United States.

The IBEX 35 is the benchmark stock market index of the Bolsa de Madrid, Spain's principal stock exchange. Initiated in 1992, the index is administered and calculated by Sociedad de Bolsas, a subsidiary of Bolsas y Mercados Españoles (BME), the company which runs Spain's securities markets. It is a market capitalization weighted index comprising the 35 most liquid Spanish stocks traded in the Madrid Stock Exchange General Index and is reviewed twice annually. Trading on options and futures contracts on the IBEX 35 is provided by MEFF, another subsidiary of BME.

<span class="mw-page-title-main">Russell 2000 Index</span> US small-cap stock market index

The Russell 2000 Index is a small-cap U.S. stock market index that makes up the smallest 2,000 stocks in the Russell Index. It was started by the Frank Russell Company in 1984. The index is maintained by FTSE Russell, a subsidiary of the London Stock Exchange Group (LSEG).

<span class="mw-page-title-main">Swiss Market Index</span> Blue-chip stock market index of Switzerland

The Swiss Market Index (SMI) is Switzerland's blue-chip stock market index, which makes it the most followed in the country. It is made up of 20 of the largest and most liquid Swiss Performance Index (SPI) stocks. As a price index, the SMI is not adjusted for dividends.

<span class="mw-page-title-main">Swiss Performance Index</span>

The Swiss Performance Index (SPI) is a wide total-return index that tracks equity primarily listed on SIX Swiss Exchange with a free-float of at least 20%, and excluding investment companies. The index covers large, mid and small caps and is weighted by market capitalization. Most constituents, although not all, are domiciled in Switzerland or the Principality of Liechtenstein.

The Swiss Leader Index (SLI) is an index comprising large and mid-cap companies primarily listed on SIX Swiss Exchange. It is made up of 30 of the largest and most liquid Swiss Performance Index (SPI) large- and mid-cap stocks. As a price index, the SLI is not adjusted for dividends, but there exists a total-return version as well.

<span class="mw-page-title-main">Partners Group</span> Swiss-based global private equity firm

Partners Group Holding AG is a Swiss-based global private equity firm with US$149 billion in assets under management in private equity, private infrastructure, private real estate and private debt.

<span class="mw-page-title-main">Stock market index</span> Financial metric which investors use to determine market performance

In finance, a stock index, or stock market index, is an index that measures the performance of a stock market, or of a subset of a stock market. It helps investors compare current stock price levels with past prices to calculate market performance.

The TA-125 Index, typically referred to as the Tel Aviv 125 and formerly the TA-100 Index, is a stock market index of the 125 most highly capitalised companies listed on the Tel Aviv Stock Exchange (TASE). The index began on 1 January 1992 with a base level of 100. The highest value reached to date is 2152.16, in January 2022. On 12 February 2017, the index was expanded to include 125 instead of 100 stocks, in an attempt to improve stability and therefore reduce risk for trackers and encourage foreign investment.

The SMI MID (SMIM) is a stock index which lists Switzerland's mid-cap companies. The index is calculated by SIX Swiss Exchange.

The SPI 20 is a capitalization-weighted stock index of large-cap companies listed on the SIX Swiss Exchange.

The SPI Extra is a stock index which tracks mid-cap and small-cap companies primarily listed in Switzerland. The index is calculated by SIX Swiss Exchange.