Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations Coverage

Index Rebalance and Special Situations

Quiddity ES50 Sep26 Results: All Expected ADDs/DELs Correct; Engie + Nokia IN; VWagen + Wolters OUT

Quiddity Leaderboard ES50 Sep26: Annual Review Incoming; Two Changes So Far; US$3.8bn+ One-Way

Quiddity Leaderboard ES50 Sep26: 2 ADDs/DELs Likely. 5 Months Left for the Base Date

Quiddity Leaderboard SE600 Sep26: Base Date Six Weeks Out; Seven ADDs and DELs Likely

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: Changes Galore; US1.7bn+ One-Way

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ES50 Index is one of the most highly tracked European indices. The annual review takes place in September, with index weights rebalanced every quarter.</li>
<li>With the base date nearly two weeks away, we currently see 2 ADDs and 2 DELs, but Nokia's price slide has two names circling to take its place.</li>
<li>We currently expect a one-way trade of US$4.5bn on 18th September 2026. However, the 10% cap on ASML could swing the one-way flow. </li>
</ul>


The ES50 Index is one of the most highly tracked European indices. The annual review takes place in September, with index weights rebalanced every quarter.
With the base date nearly two weeks away, we currently see 2 ADDs and 2 DELs, but Nokia's price slide has two names circling to take its place.
We currently expect a one-way trade of US$4.5bn on 18th September 2026. However, the 10% cap on ASML could swing the one-way flow. 


Quiddity Leaderboard ES50 Sep26: 2 ADDs and 2 DELs Likely; Tight Race for the Second ADD

Engie SA

Quiddity Leaderboard ES50 Sep26: 2 ADDs and 2 DELs Likely; Tight Race for the Second ADD