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 Banks1.67%+0.92 ppDiversified Banks3.87%+0.19 ppInvestment Banking & Brokerage1.26%+0.15 ppFinancial Exchanges & Data1.08%-0.14 ppConsumer Finance0.73%+0.09 ppProperty & Casualty Insurance1.05%-0.09 ppTransaction & Payment Processing Services1.23%-0.08 ppLife & Health Insurance0.43%-0.08 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.70%-0.05 ppReinsurance0.03%-0.02 ppRegional Banks0.33%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.08%
Industry change · 12M
-0.14 pp
Financial Exchanges & Data · contribution
-0.144 pp
Company participation
38%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $153.1bn | 0.340% | +0.009 pp | -0.059 pp | +17.2% | No |
| MSCI → MSCI | United States | $46.8bn | 0.104% | -0.001 pp | -0.037 pp | +0.8% | No |
| FactSet → FDS | United States | $18.0bn | 0.040% | -0.000 pp | -0.014 pp | +0.6% | No |
| Intercontinental Exchange → ICE | United States | $91.8bn | 0.204% | -0.006 pp | -0.013 pp | +27.1% | No |
| Moody's Corporation → MCO | United States | $90.5bn | 0.201% | +0.008 pp | -0.012 pp | +28.4% | Yes |
| Cboe Global Markets → CBOE | United States | $21.4bn | 0.048% | -0.005 pp | -0.010 pp | +12.5% | No |
| Nasdaq, Inc. → NDAQ | United States | $47.3bn | 0.105% | +0.005 pp | +0.006 pp | +44.5% | Yes |
| CME Group → CME | United States | $15.8bn | 0.035% | -0.000 pp | -0.006 pp | +20.3% | 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.