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 Banks1.03%+0.35 ppDiversified Banks3.51%+0.23 ppInsurance Brokers0.73%-0.13 ppConsumer Finance0.64%+0.11 ppLife & Health Insurance0.44%-0.08 ppInvestment Banking & Brokerage1.11%+0.08 ppTransaction & Payment Processing Services1.18%-0.06 ppFinancial Exchanges & Data1.07%-0.06 ppRegional Banks0.33%+0.05 ppMulti-line Insurance0.18%-0.04 ppReinsurance0.04%-0.02 ppProperty & Casualty Insurance1.11%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.07%
Industry change · 12M
-0.06 pp
Financial Exchanges & Data · contribution
-0.058 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $141.0bn | 0.331% | +0.074 pp | -0.026 pp | +38.6% | Yes |
| MSCI → MSCI | United States | $44.8bn | 0.105% | +0.029 pp | -0.022 pp | +22.6% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $42.5bn | 0.100% | +0.030 pp | +0.017 pp | +51.3% | Yes |
| FactSet → FDS | United States | $17.2bn | 0.041% | +0.012 pp | -0.015 pp | +6.1% | Yes |
| CME Group → CME | United States | $15.0bn | 0.035% | +0.012 pp | -0.013 pp | +10.6% | Yes |
| Cboe Global Markets → CBOE | United States | $22.3bn | 0.053% | +0.018 pp | -0.006 pp | +31.9% | Yes |
| Intercontinental Exchange → ICE | United States | $89.5bn | 0.210% | +0.055 pp | +0.006 pp | +47.0% | Yes |
| Moody's Corporation → MCO | United States | $82.3bn | 0.193% | +0.044 pp | +0.002 pp | +48.6% | 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.