罗素1000指数

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罗素美国指数,启动年度重组!
Zheng Quan Shi Bao· 2025-05-24 07:07
Group 1 - The core point of the article is that FTSE Russell has announced an annual restructuring of the Russell US Index, effective after the market close on June 27, with plans to increase the adjustment frequency from once a year to twice a year starting in 2026 [1][6]. Group 2 - The restructuring will occur in three phases, with the first phase confirming the constituents based on market capitalization after the close on April 30. May and June will serve as transition months, with preliminary adjustment lists communicated to the market starting May 23 and updates provided on May 30, June 6, June 13, and June 20 [3][5]. - The Russell US Index comprises the Russell 1000 Index, which includes the largest 1,000 companies by market capitalization, accounting for 93% of the total investable US equity market, and the Russell 2000 Index, which includes the smallest 2,000 companies [3][5]. - The adjustments to the index have significant market implications, as approximately $10.5 trillion tracks the Russell US-related indices, making the restructuring day one of the largest trading volume days in the US market [5]. Group 3 - The changes are intended to ensure that the Russell US Index remains representative of the market, as market conditions and valuations evolve over time [6]. - On the 2024 adjustment day, the Nasdaq's closing cross-match system executed approximately 2.9 billion shares valued at $95.3 billion in just 0.878 seconds, setting a new record for Russell index restructuring days [5].
罗素美国指数,启动年度重组!
证券时报· 2025-05-24 07:00
根据富时罗素公司的公告,本次成份股调整分三个阶段。在4月30日收盘后,根据市值排名重新确认罗素美国指数成份股。5月和6月则为过渡月份。从5月23日开 始,初步调整列表将传达给市场,并在5月30日、6月6 日、6月13日和6月20日提供更新。新重组的指数在6月27日美国市场收盘后生效。 指数调整影响重大 由于有大量资金追踪富时罗素公司编制的指数,所以指数的每一次重组都对市场产生重大影响。 此前,罗素美国指数每年6月重组一次,通常在每年6月的最后一个星期五进行。富时罗素公司会根据市值和流动性等因素评估所有合格的美国上市公司,决定哪些 公司将被纳入或排除出各个指数,并重新计算留在指数中的公司权重。随后的周一,重组会正式生效。 富时罗素公司最新宣布,针对罗素美国指数启动年度重组,重组将于6月27日美股收盘之后生效。 据了解,自2026年开始,罗素美国指数的调整频率将由一年一次调整为一年两次。 调整分三个阶段 目前,罗素美国指数主要包括罗素1000指数、罗素2000指数和罗素3000指数。其中罗素1000指数包含罗素3000中市值最大的1000家公司,总市值达到了可投资的美 股总市值的93%;而罗素2000指数成份股则 ...