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 Banks0.95%+0.46 ppDiversified Banks3.58%+0.30 ppProperty & Casualty Insurance1.17%+0.20 ppTransaction & Payment Processing Services1.14%-0.16 ppConsumer Finance0.63%+0.09 ppInsurance Brokers0.75%-0.07 ppInvestment Banking & Brokerage1.06%-0.05 ppLife & Health Insurance0.45%-0.04 ppRegional Banks0.33%+0.02 ppMulti-line Insurance0.19%-0.01 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.14%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
-0.01 pp
Financial Exchanges & Data · contribution
-0.006 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $45.7bn | 0.110% | +0.035 pp | -0.027 pp | +8.1% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $41.5bn | 0.100% | +0.035 pp | +0.018 pp | +39.6% | Yes |
| Moody's Corporation → MCO | United States | $88.8bn | 0.215% | +0.076 pp | +0.018 pp | +46.0% | Yes |
| FactSet → FDS | United States | $16.1bn | 0.039% | +0.009 pp | -0.014 pp | -2.2% | Yes |
| Intercontinental Exchange → ICE | United States | $92.8bn | 0.224% | +0.077 pp | +0.013 pp | +38.8% | Yes |
| CME Group → CME | United States | $14.4bn | 0.035% | +0.009 pp | -0.008 pp | +11.5% | Yes |
| S&P Global → SPGI | United States | $152.0bn | 0.367% | +0.125 pp | -0.008 pp | +32.4% | Yes |
| Cboe Global Markets → CBOE | United States | $21.5bn | 0.052% | +0.017 pp | +0.002 pp | +38.9% | Yes |
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.