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 Banks1.53%+0.78 ppInvestment Banking & Brokerage1.31%+0.22 ppDiversified Banks3.82%+0.14 ppTransaction & Payment Processing Services1.22%-0.07 ppLife & Health Insurance0.43%-0.05 ppFinancial Exchanges & Data1.11%-0.05 ppConsumer Finance0.70%+0.04 ppMulti-line Insurance0.17%-0.04 ppInsurance Brokers0.80%+0.04 ppReinsurance0.03%-0.01 ppProperty & Casualty Insurance1.13%-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
1.11%
Industry change · 12M
-0.05 pp
Financial Exchanges & Data · contribution
-0.049 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| MSCI → MSCI | United States | $45.9bn | 0.103% | -0.003 pp | -0.025 pp | +6.5% | No |
| S&P Global → SPGI | United States | $156.7bn | 0.350% | +0.012 pp | -0.014 pp | +25.5% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $47.6bn | 0.106% | +0.001 pp | +0.014 pp | +49.4% | Yes |
| FactSet → FDS | United States | $17.6bn | 0.039% | -0.002 pp | -0.011 pp | +0.8% | No |
| Cboe Global Markets → CBOE | United States | $22.1bn | 0.049% | -0.001 pp | -0.009 pp | +11.1% | Yes |
| Intercontinental Exchange → ICE | United States | $99.5bn | 0.223% | +0.019 pp | -0.005 pp | +26.7% | Yes |
| Moody's Corporation → MCO | United States | $90.7bn | 0.203% | +0.003 pp | +0.004 pp | +33.8% | Yes |
| CME Group → CME | United States | $16.9bn | 0.038% | +0.003 pp | -0.004 pp | +20.5% | 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.