Bloomberg 500 (B500) Index Adds Sixteen Securities Following Semi-Annual Reconstitution

Aug 27 2025 21:32 BST

NEW YORK , Aug. 27, 2025 /PRNewswire/ -- Bloomberg Indices announced the following changes to the Bloomberg 500 (B500) Index effective prior to the open of trading on Thursday, September 11, to coincide with the semi-annual reconstitution of the index. The B500 contains the 500 most highly capitalized US companies weighted by float market cap, reflecting a market capitalization of $58.19 trillion.

Affirm Holdings, Inc. (AFRM), Astera Labs, Inc. (ALAB), The Carlyle Group, Inc. (CG), CyberArk Software, Ltd. (CYBR), EMCOR Group, Inc. (EME), Comfort Systems USA, Inc. (FIX), Insmed, Inc. (INSM), International Paper Company (IP), Jabil, Inc. (JBL), NiSource, Inc. (NI), NRG Energy, Inc. (NRG), Nutanix, Inc. (NTNX), Rocket Lab Corporation (RKLB), SoFi Technologies, Inc. (SOFI), Tapestry, Inc. (TPR), and Viking Holdings Ltd. (VIK) will enter the index. These equities span a variety of sectors, but Technology is most represented amongst this set, with Financial and Industrials directly following.

Changes to the B500 Index reflect the results of a purely rules-based index design focused on measuring markets with transparency and representativeness beyond market capitalization alone. As a result, the B500 mitigates potential biases and systematically evaluates potential members, which may lead to earlier additions of qualified companies when compared to indices using a committee-based approach.

Following is the list of membership changes:

Security Ticker	Security Name	BICS Sector	Index Event
AFRM UW	Affirm Holdings Inc	Financials	Addition
ALAB UW	Astera Labs Inc	Technology	Addition
CG UW	Carlyle Group Inc/The	Financials	Addition
FIX UN	Comfort Systems USA Inc	Industrials	Addition
CYBR UW	CyberArk Software Ltd	Technology	Addition
EME UN	EMCOR Group Inc	Industrials	Addition
INSM UW	Insmed Inc	Health Care	Addition
IP UN	International Paper Co	Materials	Addition
JBL UN	Jabil Inc	Technology	Addition
NI UN	NiSource Inc	Utilities	Addition
NRG UN	NRG Energy Inc	Utilities	Addition
NTNX UW	Nutanix Inc	Technology	Addition
RKLB UR	Rocket Lab Corp	Industrials	Addition
SOFI UW	SoFi Technologies Inc	Financials	Addition
TPR UN	Tapestry Inc	Consumer Discretionary	Addition
VIK UN	Viking Holdings Ltd	Consumer Discretionary	Addition
AKAM UW	Akamai Technologies Inc	Technology	Deletion
AMTM UN	Amentum Holdings Inc	Technology	Deletion
AVTR UN	Avantor Inc	Health Care	Deletion
ENTG UW	Entegris Inc	Technology	Deletion
EPAM UN	EPAM Systems Inc	Technology	Deletion
LINE UW	Lineage Inc	Real Estate	Deletion
MOH UN	Molina Healthcare Inc	Health Care	Deletion
RAL UN	Ralliant Corp	Industrials	Deletion
RVTY UN	Revvity Inc	Health Care	Deletion
SNDK UW	Sandisk Corp /DE	Technology	Deletion
SWK UN	Stanley Black & Decker Inc	Industrials	Deletion
SWKS UW	Skyworks Solutions Inc	Technology	Deletion
WLK UN	Westlake Corp	Materials	Deletion

The B500 is available to Terminal clients at {B500 INDEX <GO>}. All research and methodology for the indices are available at Bloombergindices.com.

About Bloomberg Index Services Limited
Bloomberg's index team has a proven track record in creating industry-leading and bespoke indices across asset classes, including their flagship fixed income, commodity and equity indices. Bloomberg Index Services Limited (BISL) takes an innovative approach to delivering strategic benchmarks that help market participants address their evolving investment needs. The indices, which are seamlessly integrated with other Bloomberg solutions, draw on a comprehensive range of trusted data and reliable technology for calculations, analytics and workflow automation, along with distribution capabilities that can help amplify the visibility of our customers' products.

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Bloomberg 500 (B500) Index Adds Sixteen Securities Following Semi-Annual Reconstitution