Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Diversified Banks3.36%-0.42 ppInvestment Banking & Brokerage1.11%-0.26 ppTransaction & Payment Processing Services1.28%-0.22 ppAsset Management & Custody Banks0.74%+0.19 ppRegional Banks0.31%-0.17 ppFinancial Exchanges & Data1.14%+0.06 ppConsumer Finance0.53%-0.06 ppLife & Health Insurance0.52%-0.05 ppInsurance Brokers0.84%+0.03 ppProperty & Casualty Insurance1.04%+0.02 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.22%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
+0.06 pp
Financial Exchanges & Data · contribution
+0.060 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 2023 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Nasdaq, Inc. → NDAQ | United States | $23.9bn | 0.080% | +0.023 pp | +0.043 pp | -12.9% | Yes |
| Moody's Corporation → MCO | United States | $58.0bn | 0.194% | +0.046 pp | +0.018 pp | +31.3% | Yes |
| S&P Global → SPGI | United States | $110.0bn | 0.367% | +0.086 pp | -0.011 pp | +20.9% | Yes |
| Intercontinental Exchange → ICE | United States | $61.6bn | 0.206% | +0.059 pp | +0.008 pp | +23.7% | Yes |
| Cboe Global Markets → CBOE | United States | $16.5bn | 0.055% | +0.021 pp | +0.006 pp | +35.1% | Yes |
| FactSet → FDS | United States | $16.7bn | 0.056% | +0.020 pp | -0.004 pp | +10.3% | Yes |
| MSCI → MSCI | United States | $40.6bn | 0.136% | +0.049 pp | +0.002 pp | +22.9% | Yes |
| CME Group → CME | United States | $13.3bn | 0.045% | +0.016 pp | -0.002 pp | +18.8% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.