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 Banks1.61%+0.83 ppFinancial Exchanges & Data1.05%-0.16 ppConsumer Finance0.69%+0.08 ppLife & Health Insurance0.42%-0.08 ppTransaction & Payment Processing Services1.19%-0.07 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.69%-0.04 ppProperty & Casualty Insurance1.06%+0.03 ppDiversified Banks3.60%-0.02 ppRegional Banks0.32%-0.01 ppReinsurance0.04%-0.01 ppInvestment Banking & Brokerage1.16%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.05%
Industry change · 12M
-0.16 pp
Financial Exchanges & Data · contribution
-0.161 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $146.2bn | 0.332% | -0.025 pp | -0.062 pp | +13.9% | Yes |
| MSCI → MSCI | United States | $47.0bn | 0.107% | -0.000 pp | -0.027 pp | +7.3% | Yes |
| Intercontinental Exchange → ICE | United States | $85.6bn | 0.194% | -0.021 pp | -0.025 pp | +17.5% | No |
| Moody's Corporation → MCO | United States | $85.8bn | 0.195% | -0.007 pp | -0.019 pp | +22.2% | Yes |
| FactSet → FDS | United States | $18.2bn | 0.041% | +0.001 pp | -0.013 pp | +1.6% | Yes |
| Cboe Global Markets → CBOE | United States | $20.5bn | 0.046% | -0.004 pp | -0.010 pp | +10.7% | No |
| CME Group → CME | United States | $15.5bn | 0.035% | +0.001 pp | -0.007 pp | +15.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $44.4bn | 0.101% | +0.003 pp | +0.001 pp | +34.8% | 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.