Fixed Income Preferred and Convertible Preferred

S&P U.S. Floating Rate Preferred Stock Index

773.79 USD 0.76% 1 Day

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As of Jul 09, 2025

773.79

-5.61%

1 Yr Return

MTD
QTD
YTD
1 Year
3 Year
5 Year
10 Year

Index Name

Price Return

1 Yr Return

S&P U.S. Floating Rate Preferred Stock Index

Launch Date: Oct 25, 2013

Price Return773.79

1 Yr Return-5.61%

The index Launch Date is Oct 25, 2013. All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date.See More

Latest Close
Latest Month-End
Risk
Correlation

As of Jul 09, 2025

Index Level

1 Day

MTD

QTD

YTD

S&P U.S. Floating Rate Preferred Stock Index

Price Return

Index Level 773.79

1 Day 0.76%

MTD2.75%

QTD2.75%

YTD-6.53%

As of Jun 30, 2025

1 MTH

3 MTH

YTD

1 Year

3 Year

Annualized

5 Year

Annualized

10 Year

Annualized

S&P U.S. Floating Rate Preferred Stock Index

Price Return

1 MTH-2.11%

3 MTH-5.96%

YTD-9.03%

1 Year-7.84%

3 Year
Annualized2.27%

5 Year
Annualized0.13%

10 Year
Annualized-0.05%

As of Jun 30, 2025

Annualized Risk

3 Year

5 Year

10 Year

Annualized Risk-Adj Returns

3 Year

5 Year

10 Year

S&P U.S. Floating Rate Preferred Stock Index

Price Return

Annualized Risk

3 Year11.99%

5 Year11.72%

10 Year11.62%

Annualized Risk-Adj Returns

3 Year0.19%

5 Year0.01%

10 Year-0.00%

Risk is defined as standard deviation calculated using monthly values.

As of Jul 09, 2025

Description

Documents

Related Indices

News & Announcements

Index News
-Nov 23, 2022
5:15 PM

S&P U.S. Preferred Stock Index Family Consultation on the Potential Exclusion of Publicly Traded Partnerships, Limited Partnerships, and Master Limited Partnerships — Results

Research & Insights

SEE ALL

Quick Facts

Weighting MethodCapped

Rebalancing FrequencyQuarterly in January, April, July, and October

Roll FrequencyN/A

Calculation FrequencyReal-time

Calculation CurrenciesUSD

Launch DateOct 25, 2013

Backward Data Assumption DateN/A

First Value DateSep 17, 2004

Regulatory AuthorizationEuropean Union - Endorsed

MethodologyS&P U.S. Preferred Stock Index Methodology

Characteristics

Number of Constituents10

Constituent Total Market Cap

Largest Market Cap1,120.48

Smallest Market Cap170.24

Mean Market Cap535.70

Median Market Cap439.89

Weight Largest Constituent (%)20.9

Weight Top 10 Constituents (%)100.0

ESG Characteristics

Carbon to Value Invested (metric tons CO₂e/$1M invested)*842.48

Carbon to Revenue (metric tons CO₂e/$1M revenues)*9.06

Weighted Average Carbon Intensity (metric tons CO₂e/$1M revenues)*13.19

*Operational and first-tier supply chain greenhouse gas emissions. For more information, please visit: www.spglobal.com/spdji/en/esg-metrics.

As of Jun 30, 2025

Sector Breakdown

Sector

Index Weight

Financials

94.3%

Real Estate

5.7%

The weightings for each sector of the index are rounded to the nearest tenth of a percent; therefore, the aggregate weights for the index may not equal 100%.

As of Jun 30, 2025

Country Breakdown

Country/Region
Number of Constituents
Total Market Cap
Index Weight

Country/Region

United States

Number of Constituents

10

Total Market Cap

5,357.01

Index Weight

100.0%

As of Jun 30, 2025

Tickers

Bloomberg Ticker
REUTERS

Price Return

Bloomberg Ticker

SPPREFR

REUTERS

N/A

Total Return

Bloomberg Ticker

SPPREFRT

REUTERS

N/A

Net Total Return

Bloomberg Ticker

SPPREFRN

REUTERS

N/A

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