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Index Rebalancing
Calendar 2026:
MSCI, FTSE Russell,
S&P & More

Upcoming index rebalancing and reconstitution dates across major providers, updated as announcements are made.

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Upcoming Index Rebalances & Reconstitutions

The Ultumus rebalance calendar tracks upcoming index rebalancing and reconstitution events across MSCI, FTSE Russell, S&P Dow Jones Indices and more. Use it to plan ahead of effective dates. For pre-open rebalance and pro forma data in your own systems, see Index Data Services and T+ & Rebalance / Pro Forma.

MSCI Rebalance (Emerging Markets)
MSCI Rebalance (Developed Markets)

Download rebalance dates

When are the 2026 MSCI, FTSE and S&P rebalance dates?

Most index providers rebalance on a fixed quarterly schedule. Changes are announced in advance and take effect after the close of trading, with the new index applying from the next trading day (the effective date shown in the calendar).

MSCI rebalance dates 2026

MSCI rebalancing dates follow its quarterly index reviews in February, May, August and November. May and November are the larger semi-annual reviews. 2026 announcement dates: 10 February, 12 May, 12 August and 11 November. Effective dates: 2 March, 1 June, 1 September and 1 December.

FTSE Russell rebalance dates 2026

  • FTSE UK and FTSE MIB reviews are quarterly. Preliminary files: 20 February, 22 May, 21 August and 13 November. Final files: 6 March, 5 June, 4 September and 4 December. Effective dates: 23 March, 22 June, 21 September and 21 December.

  • Russell US indexes are reconstituted twice a year from 2026: June (effective 26 June) and December. Russell changes also take effect in March and September.

S&P 500 rebalance dates 2026 

S&P Dow Jones Indices: quarterly rebalances after the close on the third Friday of March, June, September and December. Pro forma files are released about two weeks before. 2026 effective dates: 23 March, 22 June, 21 September and 21 December.

Other index providers

STOXX, Nasdaq, Euronext, IBEX, GPW and Morningstar align their quarterly effective dates with the same March, June, September and December cycle. Hang Seng changes take effect earlier in those months (9 March, 8 June, 7 September and 7 December).

Rebalance calendar FAQs

What is an index rebalance?

An index rebalance is a scheduled update to an index’s constituents and weightings, so the index keeps reflecting its methodology. Funds and ETFs tracking the index then adjust their holdings to match, which can drive large trading volumes around the effective date.

What’s the difference between rebalancing and reconstitution?

Rebalancing adjusts the weightings of existing index constituents. Reconstitution changes the constituent list itself, adding or removing securities. Many providers do both at the same review.

How does Ultumus deliver rebalance data?

Ultumus delivers normalised, validated rebalance and pro forma data before market open through T+ & Rebalance / Pro Forma Management. Clients get a 30-day rebalance look-ahead, a rebalance calculator, pro forma views, dividends and redemptions, and reissue alerts. Data is available via the Atlas UI, API or SFTP.

What is a rebalance report?

A rebalance report is a data file outlining the changes made to an index during a scheduled or ad hoc rebalance: additions, deletions, and weight and share changes. Ultumus publishes MSCI rebalance reports after each quarterly review.

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