Next index rebalance dates
Every index change is decided at a scheduled review. These are the next twelve months of review cut-offs, announcements and effective dates across all tracked indexes. Dates the provider has confirmed are stamped; dates that follow its typical window are pencilled in.
Confirmed set by the provider or its rulesPencilled in: typical window, may moveDates in UTC; effective dates are exchange-close dates
November 2026
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Nov 20, 2026 | Hang Seng | Announcement, pencilled in | Quarterly review results announced mid-month. | 18 days | Check source |
December 2026
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Dec 2, 2026 | DAX 40 | Announcement, pencilled in | Quarterly fast-entry check announced. | 30 days | Check source |
| Dec 4, 2026 | S&P 500 | Announcement, pencilled in | Rebalance announcement, typically ~2 weeks before the effective date. | 32 days | Check source |
| Dec 4, 2026 | S&P MidCap 400 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 32 days | Check source |
| Dec 4, 2026 | S&P SmallCap 600 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 32 days | Check source |
| Dec 7, 2026 | Hang Seng | Effective | Changes effective from the Monday after the first Friday of the following month. | 35 days | Check source |
| Dec 8, 2026 | FTSE 100 | Review cut-off, pencilled in | Review cut-off: rankings taken from end-of-Tuesday data. | 36 days | Check source |
| Dec 9, 2026 | FTSE 100 | Announcement, pencilled in | Review results announced after the close. | 37 days | Check source |
| Dec 11, 2026 | Nasdaq-100 | Announcement, pencilled in | Annual reconstitution announced, typically the Friday before. | 39 days | Check source |
| Dec 18, 2026 | S&P 500 | Effective | Quarterly rebalance effective after the close. | 46 days | Check source |
| Dec 18, 2026 | S&P MidCap 400 | Effective | Quarterly rebalance effective after the close. | 46 days | Check source |
| Dec 18, 2026 | S&P SmallCap 600 | Effective | Quarterly rebalance effective after the close. | 46 days | Check source |
| Dec 18, 2026 | Nasdaq-100 | Effective | Annual reconstitution effective after the close. | 46 days | Check source |
| Dec 18, 2026 | FTSE 100 | Effective | Changes effective after the close on the third Friday. | 46 days | Check source |
| Dec 18, 2026 | DAX 40 | Effective | Fast-entry changes effective after the close. | 46 days | Check source |
February 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Feb 19, 2027 | Hang Seng | Announcement, pencilled in | Quarterly review results announced mid-month. | 109 days | Check source |
March 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Mar 2, 2027 | Nikkei 225 | Announcement, pencilled in | Periodic review results announced, typically about a month ahead. | 120 days | Check source |
| Mar 3, 2027 | DAX 40 | Announcement, pencilled in | Semi-annual review results, typically announced early in the month. | 121 days | Check source |
| Mar 5, 2027 | S&P 500 | Announcement, pencilled in | Rebalance announcement, typically ~2 weeks before the effective date. | 123 days | Check source |
| Mar 5, 2027 | S&P MidCap 400 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 123 days | Check source |
| Mar 5, 2027 | S&P SmallCap 600 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 123 days | Check source |
| Mar 8, 2027 | Hang Seng | Effective | Changes effective from the Monday after the first Friday of the following month. | 126 days | Check source |
| Mar 9, 2027 | FTSE 100 | Review cut-off, pencilled in | Review cut-off: rankings taken from end-of-Tuesday data. | 127 days | Check source |
| Mar 10, 2027 | FTSE 100 | Announcement, pencilled in | Review results announced after the close. | 128 days | Check source |
| Mar 12, 2027 | Nasdaq-100 | Announcement, pencilled in | Quarterly update announcement. | 130 days | Check source |
| Mar 19, 2027 | S&P 500 | Effective | Quarterly rebalance effective after the close. | 137 days | Check source |
| Mar 19, 2027 | S&P MidCap 400 | Effective | Quarterly rebalance effective after the close. | 137 days | Check source |
| Mar 19, 2027 | S&P SmallCap 600 | Effective | Quarterly rebalance effective after the close. | 137 days | Check source |
| Mar 19, 2027 | Nasdaq-100 | Effective | Quarterly update effective after the close. | 137 days | Check source |
| Mar 19, 2027 | FTSE 100 | Effective | Changes effective after the close on the third Friday. | 137 days | Check source |
| Mar 19, 2027 | DAX 40 | Effective | Semi-annual changes effective after the close. | 137 days | Check source |
April 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Apr 1, 2027 | Nikkei 225 | Effective, pencilled in | Periodic review changes take effect at the start of the review month; check Nikkei's notice for the exact day. | 150 days | Check source |
| Apr 30, 2027 | Russell 2000 | Review cut-off | Rank day: all eligible US companies are ranked by market capitalisation as of April 30. | 179 days |
May 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| May 21, 2027 | Hang Seng | Announcement, pencilled in | Quarterly review results announced mid-month. | 200 days | Check source |
| May 28, 2027 | Russell 2000 | Announcement, pencilled in | Preliminary Russell 2000 additions and deletions published after the close, then updated over the following weeks. | 207 days |
June 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Jun 2, 2027 | DAX 40 | Announcement, pencilled in | Quarterly fast-entry check announced. | 212 days | Check source |
| Jun 4, 2027 | S&P 500 | Announcement, pencilled in | Rebalance announcement, typically ~2 weeks before the effective date. | 214 days | Check source |
| Jun 4, 2027 | S&P MidCap 400 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 214 days | Check source |
| Jun 4, 2027 | S&P SmallCap 600 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 214 days | Check source |
| Jun 7, 2027 | Hang Seng | Effective | Changes effective from the Monday after the first Friday of the following month. | 217 days | Check source |
| Jun 8, 2027 | FTSE 100 | Review cut-off, pencilled in | Review cut-off: rankings taken from end-of-Tuesday data. | 218 days | Check source |
| Jun 9, 2027 | FTSE 100 | Announcement, pencilled in | Review results announced after the close. | 219 days | Check source |
| Jun 11, 2027 | Nasdaq-100 | Announcement, pencilled in | Quarterly update announcement. | 221 days | Check source |
| Jun 18, 2027 | S&P 500 | Effective | Quarterly rebalance effective after the close. | 228 days | Check source |
| Jun 18, 2027 | S&P MidCap 400 | Effective | Quarterly rebalance effective after the close. | 228 days | Check source |
| Jun 18, 2027 | S&P SmallCap 600 | Effective | Quarterly rebalance effective after the close. | 228 days | Check source |
| Jun 18, 2027 | Nasdaq-100 | Effective | Quarterly update effective after the close. | 228 days | Check source |
| Jun 18, 2027 | FTSE 100 | Effective | Changes effective after the close on the third Friday. | 228 days | Check source |
| Jun 18, 2027 | DAX 40 | Effective | Fast-entry changes effective after the close. | 228 days | Check source |
| Jun 25, 2027 | Russell 2000 | Effective | Reconstitution effective after the close on the fourth Friday of June — Russell 2000 membership resets. | 235 days |
August 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Aug 20, 2027 | Hang Seng | Announcement, pencilled in | Quarterly review results announced mid-month. | 291 days | Check source |
September 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Sep 1, 2027 | DAX 40 | Announcement, pencilled in | Semi-annual review results, typically announced early in the month. | 303 days | Check source |
| Sep 1, 2027 | Nikkei 225 | Announcement, pencilled in | Periodic review results announced, typically about a month ahead. | 303 days | Check source |
| Sep 3, 2027 | S&P 500 | Announcement, pencilled in | Rebalance announcement, typically ~2 weeks before the effective date. | 305 days | Check source |
| Sep 3, 2027 | S&P MidCap 400 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 305 days | Check source |
| Sep 3, 2027 | S&P SmallCap 600 | Announcement, pencilled in | Typical quarterly rebalance announcement window. | 305 days | Check source |
| Sep 6, 2027 | Hang Seng | Effective | Changes effective from the Monday after the first Friday of the following month. | 308 days | Check source |
| Sep 7, 2027 | FTSE 100 | Review cut-off, pencilled in | Review cut-off: rankings taken from end-of-Tuesday data. | 309 days | Check source |
| Sep 8, 2027 | FTSE 100 | Announcement, pencilled in | Review results announced after the close. | 310 days | Check source |
| Sep 10, 2027 | Nasdaq-100 | Announcement, pencilled in | Quarterly update announcement. | 312 days | Check source |
| Sep 17, 2027 | S&P 500 | Effective | Quarterly rebalance effective after the close. | 319 days | Check source |
| Sep 17, 2027 | S&P MidCap 400 | Effective | Quarterly rebalance effective after the close. | 319 days | Check source |
| Sep 17, 2027 | S&P SmallCap 600 | Effective | Quarterly rebalance effective after the close. | 319 days | Check source |
| Sep 17, 2027 | Nasdaq-100 | Effective | Quarterly update effective after the close. | 319 days | Check source |
| Sep 17, 2027 | FTSE 100 | Effective | Changes effective after the close on the third Friday. | 319 days | Check source |
| Sep 17, 2027 | DAX 40 | Effective | Semi-annual changes effective after the close. | 319 days | Check source |
October 2027
| Date | Index | Event | Note | In | Source |
|---|---|---|---|---|---|
| Oct 1, 2027 | Nikkei 225 | Effective, pencilled in | Periodic review changes take effect at the start of the review month; check Nikkei's notice for the exact day. | 333 days | Check source |
How each register is reviewed
The rules the dates above are computed from
S&P 500
Quarterly rebalance (Mar / Jun / Sep / Dec) + ad hoc changes
S&P rebalances quarterly, effective after the close on the third Friday of March, June, September and December. Constituent changes (M&A, market-cap moves) are also announced ad hoc with ~1–5 days notice.
S&P Dow Jones Indices announcementsS&P MidCap 400
Quarterly rebalance (Mar / Jun / Sep / Dec) + ad hoc changes
S&P reviews the MidCap 400 quarterly with changes usually effective after the third Friday's close. Promotions and demotions between S&P size indexes can also be announced between reviews; announcement windows are estimates until confirmed.
S&P Dow Jones Indices announcementsS&P SmallCap 600
Quarterly rebalance (Mar / Jun / Sep / Dec) + ad hoc changes
S&P reviews the SmallCap 600 quarterly with changes usually effective after the third Friday's close. Corporate actions and transfers to the MidCap 400 can prompt changes between reviews; announcement windows are estimates until confirmed.
S&P Dow Jones Indices announcementsNasdaq-100
Annual reconstitution (December) + quarterly weight updates
Nasdaq reconstitutes the index annually in December, effective after the close on the third Friday. Quarterly weight updates also take effect on the third Friday of March, June and September.
Nasdaq announcementsFTSE 100
Quarterly review (Mar / Jun / Sep / Dec)
FTSE Russell reviews quarterly using end-of-Tuesday rankings after the first Friday of the review month. Changes take effect after the close on the third Friday. The March review also determines the FTSE 250 reshuffle that feeds future promotions.
FTSE Russell announcementsDAX 40
Semi-annual review (Mar / Sep) + quarterly fast-entry checks
STOXX reviews the DAX semi-annually in March and September, with quarterly fast-entry/fast-exit checks in June and December. Changes take effect after the close on the third Friday of the review month.
STOXX / Deutsche Börse announcementsNikkei 225
Semi-annual reviews (April / October) + extraordinary deletions
Nikkei reviews constituents in April and October; results are typically announced in March and September. Stocks may also be removed ad hoc on delisting or designation to the liquidation post.
Nikkei Inc. announcementsRussell 2000
Annual reconstitution (June)
FTSE Russell reconstitutes its US indexes once a year: companies are ranked by market cap on rank day (April 30), preliminary addition/deletion lists are published after the close in late May and updated weekly, and the rebalance takes effect after the close on the fourth Friday of June.
Hang Seng
Quarterly review (Feb / May / Aug / Nov)
Hang Seng Indexes reviews quarterly, announcing results in February, May, August and November. Changes take effect on the Monday following the first Friday of March, June, September and December.
Hang Seng Indexes announcements
Ad hoc changes, for example S&P 500 additions announced between rebalances, are tracked on the individual index pages and the combined register. Nothing here is investment advice.