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
Asset Management & Custody Banks0.66%+0.30 ppDiversified Banks2.62%+0.20 ppTransaction & Payment Processing Services0.79%-0.14 ppProperty & Casualty Insurance0.77%+0.08 ppInsurance Brokers0.52%-0.07 ppFinancial Exchanges & Data0.76%-0.05 ppLife & Health Insurance0.32%-0.02 ppConsumer Finance0.45%+0.02 ppRegional Banks0.22%+0.01 ppMulti-line Insurance0.14%-0.00 ppInvestment Banking & Brokerage0.80%-0.00 ppMulti-Sector Holdings0.00%-0.00 ppReinsurance0.03%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.76%
Industry change · 12M
-0.05 pp
Financial Exchanges & Data · contribution
-0.054 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| S&P Global → SPGI | United States | $132.0bn | 0.247% | -0.103 pp | -0.034 pp | +12.2% | No |
| MSCI → MSCI | United States | $38.2bn | 0.072% | -0.051 pp | -0.015 pp | +3.8% | No |
| Nasdaq, Inc. → NDAQ | United States | $34.7bn | 0.065% | -0.036 pp | +0.009 pp | +22.8% | No |
| FactSet → FDS | United States | $15.6bn | 0.029% | -0.019 pp | -0.006 pp | +2.8% | No |
| CME Group → CME | United States | $13.1bn | 0.025% | -0.015 pp | -0.004 pp | +11.1% | No |
| Moody's Corporation → MCO | United States | $76.9bn | 0.144% | -0.055 pp | -0.003 pp | +22.1% | No |
| Intercontinental Exchange → ICE | United States | $78.5bn | 0.147% | -0.071 pp | +0.001 pp | +22.7% | No |
| Cboe Global Markets → CBOE | United States | $17.9bn | 0.034% | -0.020 pp | -0.000 pp | +24.8% | 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.