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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.22%
Industry change · 12M
+0.03 pp
Financial Exchanges & Data · contribution
+0.031 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 |
|---|---|---|---|---|---|---|---|
| Cboe Global Markets → CBOE | United States | $19.4bn | 0.058% | -0.001 pp | +0.013 pp | +51.8% | Yes |
| Intercontinental Exchange → ICE | United States | $72.9bn | 0.217% | +0.012 pp | +0.011 pp | +20.2% | Yes |
| Moody's Corporation → MCO | United States | $71.7bn | 0.213% | +0.022 pp | +0.011 pp | +22.6% | Yes |
| MSCI → MSCI | United States | $47.3bn | 0.141% | +0.014 pp | -0.005 pp | +13.8% | Yes |
| S&P Global → SPGI | United States | $134.4bn | 0.400% | +0.042 pp | +0.004 pp | +20.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $33.3bn | 0.099% | +0.016 pp | -0.002 pp | -2.4% | Yes |
| FactSet → FDS | United States | $18.1bn | 0.054% | -0.002 pp | -0.001 pp | +13.6% | No |
| CME Group → CME | United States | $13.7bn | 0.041% | -0.008 pp | +0.000 pp | +22.2% | No |
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.