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 Banks1.44%+0.72 ppDiversified Banks3.72%+0.30 ppInvestment Banking & Brokerage1.20%+0.13 ppConsumer Finance0.69%+0.13 ppFinancial Exchanges & Data1.08%-0.11 ppInsurance Brokers0.73%-0.09 ppTransaction & Payment Processing Services1.19%-0.07 ppLife & Health Insurance0.44%-0.06 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.17%-0.05 ppProperty & Casualty Insurance1.13%+0.04 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.08%
Industry change · 12M
-0.11 pp
Financial Exchanges & Data · contribution
-0.109 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $153.4bn | 0.338% | -0.029 pp | -0.050 pp | +26.6% | Yes |
| MSCI → MSCI | United States | $47.8bn | 0.105% | -0.005 pp | -0.023 pp | +18.4% | Yes |
| FactSet → FDS | United States | $18.6bn | 0.041% | +0.002 pp | -0.013 pp | +9.2% | Yes |
| CME Group → CME | United States | $15.9bn | 0.035% | +0.000 pp | -0.010 pp | +14.1% | Yes |
| Cboe Global Markets → CBOE | United States | $22.6bn | 0.050% | -0.002 pp | -0.010 pp | +19.9% | Yes |
| Moody's Corporation → MCO | United States | $90.6bn | 0.200% | -0.015 pp | -0.008 pp | +38.1% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $47.7bn | 0.105% | +0.005 pp | +0.005 pp | +50.9% | Yes |
| Intercontinental Exchange → ICE | United States | $92.4bn | 0.204% | -0.020 pp | +0.001 pp | +43.2% | 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.