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 Banks3.62%-0.31 ppInvestment Banking & Brokerage1.17%-0.24 ppAsset Management & Custody Banks0.77%+0.19 ppProperty & Casualty Insurance1.03%-0.14 ppLife & Health Insurance0.49%-0.12 ppRegional Banks0.33%-0.11 ppTransaction & Payment Processing Services1.26%-0.11 ppInsurance Brokers0.73%-0.09 ppFinancial Exchanges & Data1.21%+0.06 ppMulti-line Insurance0.21%-0.03 ppConsumer Finance0.60%+0.02 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.21%
Industry change · 12M
+0.06 pp
Financial Exchanges & Data · contribution
+0.062 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $71.5bn | 0.213% | +0.019 pp | +0.029 pp | +41.5% | Yes |
| S&P Global → SPGI | United States | $132.0bn | 0.394% | +0.026 pp | +0.021 pp | +32.8% | Yes |
| Intercontinental Exchange → ICE | United States | $73.5bn | 0.219% | +0.013 pp | +0.012 pp | +27.1% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $33.5bn | 0.100% | +0.020 pp | -0.009 pp | -3.7% | Yes |
| Cboe Global Markets → CBOE | United States | $18.8bn | 0.056% | +0.001 pp | +0.008 pp | +44.4% | Yes |
| CME Group → CME | United States | $14.0bn | 0.042% | -0.003 pp | +0.001 pp | +31.3% | No |
| FactSet → FDS | United States | $18.1bn | 0.054% | -0.002 pp | -0.001 pp | +20.0% | Yes |
| MSCI → MSCI | United States | $44.7bn | 0.133% | -0.002 pp | -0.001 pp | +22.9% | 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.