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 Banks3.28%-0.66 ppInvestment Banking & Brokerage1.03%-0.34 ppTransaction & Payment Processing Services1.24%-0.21 ppRegional Banks0.28%-0.19 ppAsset Management & Custody Banks0.69%+0.14 ppFinancial Exchanges & Data1.13%+0.10 ppLife & Health Insurance0.52%-0.09 ppProperty & Casualty Insurance1.14%+0.09 ppInsurance Brokers0.85%+0.08 ppConsumer Finance0.53%-0.06 ppReinsurance0.06%+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
1.13%
Industry change · 12M
+0.10 pp
Financial Exchanges & Data · contribution
+0.099 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $24.4bn | 0.083% | +0.029 pp | +0.047 pp | -19.1% | Yes |
| Moody's Corporation → MCO | United States | $56.4bn | 0.192% | +0.051 pp | +0.019 pp | +17.4% | Yes |
| Intercontinental Exchange → ICE | United States | $60.2bn | 0.205% | +0.065 pp | +0.015 pp | +14.2% | Yes |
| Cboe Global Markets → CBOE | United States | $17.3bn | 0.059% | +0.027 pp | +0.012 pp | +33.7% | Yes |
| CME Group → CME | United States | $14.2bn | 0.048% | +0.019 pp | +0.007 pp | +29.4% | Yes |
| MSCI → MSCI | United States | $37.3bn | 0.127% | +0.032 pp | -0.006 pp | +1.6% | Yes |
| S&P Global → SPGI | United States | $105.2bn | 0.357% | +0.099 pp | +0.006 pp | +9.8% | Yes |
| FactSet → FDS | United States | $16.4bn | 0.056% | +0.020 pp | -0.002 pp | +2.4% | 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.