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 Banks3.90%+0.41 ppAsset Management & Custody Banks0.72%+0.20 ppProperty & Casualty Insurance1.19%+0.14 ppConsumer Finance0.70%+0.12 ppTransaction & Payment Processing Services1.29%-0.09 ppInsurance Brokers0.75%-0.07 ppLife & Health Insurance0.48%-0.03 ppFinancial Exchanges & Data1.11%-0.02 ppMulti-line Insurance0.22%+0.02 ppInvestment Banking & Brokerage1.18%-0.01 ppRegional Banks0.33%+0.00 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.11%
Industry change · 12M
-0.02 pp
Financial Exchanges & Data · contribution
-0.024 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $36.9bn | 0.107% | -0.034 pp | -0.024 pp | -2.4% | No |
| S&P Global → SPGI | United States | $123.1bn | 0.357% | -0.043 pp | -0.015 pp | +15.7% | No |
| Nasdaq, Inc. → NDAQ | United States | $34.4bn | 0.100% | +0.001 pp | +0.008 pp | +9.9% | Yes |
| Intercontinental Exchange → ICE | United States | $73.7bn | 0.214% | -0.003 pp | +0.008 pp | +19.9% | No |
| FactSet → FDS | United States | $15.9bn | 0.046% | -0.008 pp | -0.007 pp | +2.2% | No |
| Cboe Global Markets → CBOE | United States | $19.1bn | 0.055% | -0.002 pp | +0.006 pp | +31.4% | No |
| Moody's Corporation → MCO | United States | $67.6bn | 0.196% | -0.018 pp | +0.002 pp | +19.4% | No |
| CME Group → CME | United States | $14.0bn | 0.040% | -0.000 pp | -0.001 pp | +18.2% | 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.