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%-0.44 ppInvestment Banking & Brokerage1.08%-0.34 ppRegional Banks0.32%-0.15 ppAsset Management & Custody Banks0.75%+0.13 ppLife & Health Insurance0.48%-0.11 ppTransaction & Payment Processing Services1.29%-0.11 ppInsurance Brokers0.77%-0.02 ppFinancial Exchanges & Data1.16%+0.02 ppMulti-line Insurance0.22%-0.02 ppProperty & Casualty Insurance1.14%-0.01 ppReinsurance0.05%-0.01 ppConsumer Finance0.65%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.16%
Industry change · 12M
+0.02 pp
Financial Exchanges & Data · contribution
+0.019 pp
Company participation
38%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Intercontinental Exchange → ICE | United States | $79.3bn | 0.227% | +0.024 pp | +0.027 pp | +38.1% | Yes |
| MSCI → MSCI | United States | $44.4bn | 0.127% | -0.001 pp | -0.020 pp | +8.6% | No |
| Moody's Corporation → MCO | United States | $69.2bn | 0.198% | -0.010 pp | +0.012 pp | +32.0% | No |
| Cboe Global Markets → CBOE | United States | $20.3bn | 0.058% | -0.002 pp | +0.011 pp | +54.2% | Yes |
| FactSet → FDS | United States | $17.6bn | 0.050% | -0.003 pp | -0.005 pp | +12.6% | No |
| Nasdaq, Inc. → NDAQ | United States | $32.3bn | 0.093% | -0.008 pp | -0.004 pp | +1.9% | Yes |
| CME Group → CME | United States | $14.7bn | 0.042% | -0.003 pp | -0.001 pp | +24.6% | No |
| S&P Global → SPGI | United States | $127.3bn | 0.365% | -0.024 pp | -0.001 pp | +26.7% | 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.