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 Banks0.70%+0.35 ppDiversified Banks2.61%+0.12 ppProperty & Casualty Insurance0.78%+0.11 ppTransaction & Payment Processing Services0.80%-0.11 ppConsumer Finance0.46%+0.06 ppInvestment Banking & Brokerage0.79%-0.04 ppLife & Health Insurance0.32%-0.02 ppFinancial Exchanges & Data0.79%+0.01 ppRegional Banks0.24%+0.01 ppInsurance Brokers0.54%+0.00 ppMulti-line Insurance0.14%+0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.79%
Industry change · 12M
+0.01 pp
Financial Exchanges & Data · contribution
+0.008 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $42.5bn | 0.076% | -0.031 pp | -0.018 pp | -0.2% | No |
| Nasdaq, Inc. → NDAQ | United States | $39.0bn | 0.070% | -0.030 pp | +0.016 pp | +36.2% | No |
| Intercontinental Exchange → ICE | United States | $86.9bn | 0.156% | -0.058 pp | +0.016 pp | +33.9% | No |
| FactSet → FDS | United States | $15.7bn | 0.028% | -0.018 pp | -0.008 pp | -4.2% | No |
| Moody's Corporation → MCO | United States | $83.1bn | 0.149% | -0.047 pp | +0.008 pp | +30.5% | No |
| CME Group → CME | United States | $12.9bn | 0.023% | -0.017 pp | -0.006 pp | +2.0% | No |
| Cboe Global Markets → CBOE | United States | $19.3bn | 0.035% | -0.021 pp | +0.002 pp | +33.1% | No |
| S&P Global → SPGI | United States | $143.5bn | 0.257% | -0.099 pp | -0.002 pp | +23.9% | 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.