The S&P 500 is a market capitalization weighted index of the top 500 publicly traded companies in the United States. Most professionals consider the S&P 500 as the best gauge of the performance of the US stock market and economy as a whole. In this article, we provide an Excel Spreadsheet list of all stocks in the S&P 500.
It is also one of the top 3 stock market indices around the world. In fact, the S&P 500 represents over 80% of all available market capitalization in the stock market. The other two are Nasdaq 100 and the Dow Jones Industrial Average. S&P stands for Standard & Poors and is maintained by S&P Dow Jones Indices.
The S&P Dow Jones Indices is a joint effort owned by S&P Global Inc., McGraw Hill Financial and News Corp.
Since the S&P 500 Index is market capitalization weighted, the top 10 companies have a greater influence on the overall direction of the entire index.
As an example, Technology companies like Apple, Microsoft, Amazon, Facebook and Alphabet are in the top 10 spot. As a matter of fact, the top 10 stocks in the S&P 500 make up almost 23% of the entire index as of February 2020.
Table of Contents
This article is broken down in to sections, feel free to jump to the area that interests you.
- What Stocks are in the S&P 500 Index?
- Breakdown of Sectors in the S&P 500
- Historical Returns & Performance of S&P 500
- Long Term Monthly Chart
- Can You Invest in S&P 500 Index Directly?
- Top 10 Stocks in the S&P 500
- S&P 500 vs Dow Jones Industrial Average?
- FAQs About S&P 500
- Is S&P 500 a Good Investment?
What Stocks are in the S&P 500 Index?
Readers can download a Microsoft Excel spreadsheet of all stocks in the S&P 500 and can filter and sort by the following criteria.
- Market Capitalization
- Forward Price to Earnings
- Price to Sales
- Price to Book
- Earnings per Share Growth (5 years Average)
- Dividend Yield
- Dividend Payout Ratio
- Return on Equity
- Operating and Net Profit Margins
- 1 Year Performance
Here is how to work with this Excel Spreadsheet.
Step #1: Click on Cell A1.
Step #2: In the tabs, click on Data, then hit Sort.
Step #3: Select Sort By: Market Capitalization, Sort On: Values and Order: Largest to Smallest.
Step #4: Hit OK once all these parameters are selected.
This will display on all stocks in the S&P 500 sorted by the highest market capitalization. Apple is #1 in below screenshot at $1340 million followed by Microsoft at $1299 million.
Readers who are interested in buying dividend stocks should consider the S&P 500 Dividend Aristocrats Index. Dividend Aristocrats are companies in the S&P 500 that have not only paid dividends consecutively for 25 years but also grown them each other. In other words, these companies are committed to rewarding shareholders over the long haul.
Sector Breakdown of the S&P 500
Attached is a screenshot showing what sectors or industries make up the S&P 500. Information technology takes up the top spot making up 24.2% of the index, followed by Health Care at 13.8% and Financials at 12.6%. Apple, Microsoft and Visa are included in the IT sector while Google/Alphabet and Facebook are in the Communication Services segment.
The 2 Financials stocks in the top 10 are Berkshire Hathaway and JP Morgan Chase. The only Health Care stock is Johnson & Johnson while Amazon is the lone Consumer Discretionary company.
Historical Returns & Performance of the S&P 500
According to data from DQYDJ, the S&P 500 has gained a compounded annual growth rate (CAGR) of 7.8% over the last 70 years (since 1950). This is not including dividends.
Having re-invested dividends, investors would have enjoyed a higher compounded annual growth rate (CAGR) of 11.3%. This is a healthy 3.5% higher return than not re-investing dividends.
S&P 500 Monthly Chart
Attached is a long term monthly chart of the S&P 500 index. The index was at $30 as of January 1950. As of this writing (February 2020), the S&P 500 value is 3225.53.
Can You Invest Directly in the S&P 500 Index?
Investors cannot invest directly in the S&P 500 index. However, there are 9 exchange traded funds with billions of dollars in assets that mimic the performance of the S&P 500 over the long term, and they can be bought and sold using a traditional brokerage account. We review each ETF in depth in this article on S&P 500 ETFs.
Top 10 S&P 500 Companies
Below is a table of the top 10 S&P 500 Stocks along with useful information including their market capitalization, dividend yields, forward price to earnings ratio, dividend payout ratio, earnings per share growth over the last 5 years and 1 year performance.
The top 10 stocks in the S&P 500 make up a total market capitalization of $8 trillion as of February 2020. As a fun comparison, Germany’s gross domestic product in 2018 was $3.9 trillion.
|Symbol||Stock||Market Capitalization ($M)||Forward PE||1 Year Performance||EPS Growth Annualized (5 Years)|
|BRK-B||Berkshire Hathaway Inc.||553.66||21.05||9.19%||–|
|JPM||JPMorgan Chase & Co.||413.54||11.44||27.88%||15.70%|
|JNJ||Johnson & Johnson||392.3||16.37||11.87%||3.10%|
S&P 500 Versus Dow Jones Industrial Average
Which one is a better index? The short answer is, retail and mom & pop investors like to follow the daily movements of the “Dow Jones” while institutional investors and fund managers follow the S&P 500 because it encompasses 500 stocks and is representative of the entire US economy versus only 30 stocks in the Dow Jones Industrial Average. Go here to see a full list of 30 Stocks in the Dow Jones Industrial Average.
Frequently Asked Questions
i) What Is the Closing Price of the S&P 500 Today?
To find today’s closing price for the S&P 500, head on over to Yahoo Finance’s S&P 500 homepage. This website updates S&P 500 prices intra day and also displays a chart with various time frames including 1 day, 5 days, 1 month, 6 months, 1 year and 5 years as well as all time.
ii) What is S&P 500’s Performance Year to Date?
To find S&P 500’s performance year to date, month to date or quarter to date, head on over to S&P 500 SPDR page and click on “Performance” tab. On the top right hand corner, select “Table View” to get a glimpse of full performance metrics.
iii) What is S&P 500 PE Ratio?
The Wall Street Journal comes in handy when searching for S&P 500 PE ratio. WSJ’s page on PE, Yields on Major Indexes shows the price to earnings ratio for the S&P 500, Nasdaq 100 and the Russell 2000. What’s even more useful is it displays the ratios as of the most recent date, and compares it to 1 year ago period.
iv) What is S&P 500 Dividend Yield?
See section above on S&P 500 PE ratio, it also includes the current dividend yield and 1 year ago period.
v) What is the All Time High in S&P 500 and When Did it Get There?
The S&P 500 hit an intra-day all time high of 3337.77 as of January 22nd, 2020.
vi) What are the Highest Dividend Yield Stocks in the S&P 500?
Below are the top 10 highest dividend yield stocks in the S&P 500 as of February 2020.
|Stock||Market Capitalization ($M)||Dividend Yield||Payout Ratio|
|OXY||Occidental Petroleum Corporation||35.93||7.96%||238.00%|
|IRM||Iron Mountain Incorporated||8.98||7.81%||180.70%|
|WMB||The Williams Companies, Inc.||25.08||7.35%||–|
|MO||Altria Group, Inc.||89.07||7.07%||341.70%|
|HP||Helmerich & Payne, Inc.||4.48||7.00%||–|
|F||Ford Motor Co.||35.05||6.80%||148.70%|
|SPG||Simon Property Group, Inc.||40.91||6.31%||110.00%|
Should You Invest in the S&P 500?
Here is a video from world renowned investor Warren Buffet and his opinion on investing in the S&P 500. He says in a world of low interest rates where the 10 year US Treasury bond yields less than 2%, he would buy the S&P 500 in a heart beat and own it for 30 years.