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 Banks3.42%-0.59 ppInvestment Banking & Brokerage1.07%-0.36 ppRegional Banks0.30%-0.16 ppAsset Management & Custody Banks0.73%+0.14 ppLife & Health Insurance0.50%-0.11 ppTransaction & Payment Processing Services1.26%-0.09 ppFinancial Exchanges & Data1.19%+0.03 ppConsumer Finance0.56%-0.03 ppInsurance Brokers0.82%+0.03 ppProperty & Casualty Insurance1.09%-0.01 ppReinsurance0.06%+0.01 ppMulti-line Insurance0.22%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.19%
Industry change · 12M
+0.03 pp
Financial Exchanges & Data · contribution
+0.031 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Moody's Corporation → MCO | United States | $66.8bn | 0.208% | +0.011 pp | +0.023 pp | +23.5% | Yes |
| S&P Global → SPGI | United States | $124.6bn | 0.389% | +0.014 pp | +0.020 pp | +19.0% | Yes |
| Cboe Global Markets → CBOE | United States | $19.2bn | 0.060% | +0.010 pp | +0.014 pp | +45.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $32.2bn | 0.100% | +0.018 pp | -0.014 pp | -17.2% | Yes |
| MSCI → MSCI | United States | $41.2bn | 0.128% | -0.009 pp | -0.009 pp | +3.7% | Yes |
| FactSet → FDS | United States | $17.2bn | 0.054% | +0.001 pp | -0.006 pp | -0.8% | Yes |
| CME Group → CME | United States | $14.6bn | 0.045% | +0.002 pp | +0.005 pp | +30.0% | Yes |
| Intercontinental Exchange → ICE | United States | $65.2bn | 0.203% | -0.008 pp | -0.002 pp | +6.7% | 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.