Euro Stoxx 50 - Sep-2026 Annual Review Potential Component Changes Update

研报英文原文证据摘录

Euro Stoxx 50 - Sep-2026 Annual Review Potential Component Changes Update

J P M O R G A N Global Markets Strategy

18 May 2026

Euro Stoxx 50 - Sep-2026 Annual

Review

Potential Component Changes Update

Annual Review Global Quantitative and Derivatives

Strategy

AC• STOXX will announce the results of the annual review of the EURO STOXX Pankaj Gupta, CFA

50 Index (SX5E) after the close of business on 1 September 2026, with (44-20) 7134-5483

changes effective Friday, 18 September 2026. In general, constituent changes pankaj.gupta2@jpmorgan.com

to the EURO STOXX 50 occur at the September annual review. However, J.P. Morgan Securities plc

changes may also occur at a quarterly review if a stock qualifies under the fast

entry rule (i.e., exceeds the fast entry threshold).

• Annual Review Entry Requirement: In the annual review in September, non-

members ranking 40 or above are added and existing members ranking 61 or

lower are deleted from the index. Rankings are based on free float

market capitalisation, provided the stock also meets the Super Sector

coverage criteria.. The review cut-off date for the annual review is 31-Aug-

2026.

• Fast Entry Rule: In the quarterly review, non-members ranking 25 or above

are added. The ranking is based on free float market capitalization subject to

the stock satisfying the Super Sector coverage criteria. If eligible for fast entry,

Stoxx will announce at the close of 1-Jun-2026. The review cut-off date is 29-

May-2026 and effective date is 19-Jun-2026.

• Super Sector coverage criteria: Within each of the 20 ICB Super Sectors,

stocks are ranked by free-float market capitalisation. Stocks are included in the

SX5E ranking list if they fall within the top 60% of the free-float market