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

Bloomberg (PRNewsfoto/Bloomberg)

News provided by

Bloomberg L.P.

Aug 27, 2025, 16:32 ET

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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.

About Bloomberg
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.

SOURCE Bloomberg L.P.

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