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 Banks0.96%+0.22 ppTransaction & Payment Processing Services1.12%-0.16 ppInsurance Brokers0.71%-0.12 ppInvestment Banking & Brokerage1.01%-0.10 ppConsumer Finance0.63%+0.09 ppProperty & Casualty Insurance1.14%+0.09 ppLife & Health Insurance0.45%-0.07 ppDiversified Banks3.31%-0.05 ppMulti-line Insurance0.17%-0.04 ppFinancial Exchanges & Data1.10%-0.04 ppReinsurance0.04%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.10%
Industry change · 12M
-0.04 pp
Financial Exchanges & Data · contribution
-0.036 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $45.8bn | 0.107% | +0.035 pp | -0.029 pp | +14.9% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $42.0bn | 0.098% | +0.033 pp | +0.018 pp | +52.5% | Yes |
| FactSet → FDS | United States | $17.5bn | 0.041% | +0.012 pp | -0.015 pp | +6.2% | Yes |
| S&P Global → SPGI | United States | $153.0bn | 0.356% | +0.109 pp | -0.011 pp | +42.5% | Yes |
| CME Group → CME | United States | $14.7bn | 0.034% | +0.010 pp | -0.010 pp | +15.4% | Yes |
| Intercontinental Exchange → ICE | United States | $92.2bn | 0.215% | +0.068 pp | +0.009 pp | +47.9% | Yes |
| Moody's Corporation → MCO | United States | $86.4bn | 0.201% | +0.057 pp | +0.007 pp | +51.4% | Yes |
| Cboe Global Markets → CBOE | United States | $21.4bn | 0.050% | +0.016 pp | -0.005 pp | +32.7% | 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.