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 Banks3.85%+0.45 ppAsset Management & Custody Banks0.76%+0.21 ppProperty & Casualty Insurance1.18%+0.12 ppConsumer Finance0.66%+0.08 ppTransaction & Payment Processing Services1.30%-0.04 ppInvestment Banking & Brokerage1.14%-0.04 ppMulti-line Insurance0.22%+0.03 ppInsurance Brokers0.76%-0.02 ppFinancial Exchanges & Data1.13%-0.01 ppLife & Health Insurance0.49%+0.00 ppRegional Banks0.33%-0.00 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.05%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.13%
Industry change · 12M
-0.01 pp
Financial Exchanges & Data · contribution
-0.006 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| MSCI → MSCI | United States | $44.3bn | 0.123% | -0.010 pp | -0.030 pp | +1.2% | No |
| Intercontinental Exchange → ICE | United States | $78.7bn | 0.218% | -0.001 pp | +0.019 pp | +33.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $36.3bn | 0.101% | +0.001 pp | +0.009 pp | +17.3% | Yes |
| S&P Global → SPGI | United States | $126.4bn | 0.351% | -0.043 pp | -0.008 pp | +24.5% | No |
| Moody's Corporation → MCO | United States | $71.7bn | 0.199% | -0.014 pp | +0.008 pp | +29.6% | No |
| FactSet → FDS | United States | $17.3bn | 0.048% | -0.006 pp | -0.006 pp | +10.5% | No |
| Cboe Global Markets → CBOE | United States | $19.4bn | 0.054% | -0.002 pp | +0.005 pp | +38.7% | No |
| CME Group → CME | United States | $14.3bn | 0.040% | -0.002 pp | -0.004 pp | +17.8% | 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.