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 Banks1.47%+0.71 ppDiversified Banks3.71%-0.15 ppInvestment Banking & Brokerage1.26%+0.12 ppInsurance Brokers0.86%+0.10 ppProperty & Casualty Insurance1.24%+0.07 ppTransaction & Payment Processing Services1.24%-0.06 ppLife & Health Insurance0.44%-0.05 ppMulti-line Insurance0.19%-0.03 ppRegional Banks0.31%-0.02 ppReinsurance0.04%-0.01 ppConsumer Finance0.66%-0.00 ppFinancial Exchanges & Data1.14%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
+0.00 pp
Financial Exchanges & Data · contribution
+0.003 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $43.9bn | 0.104% | -0.002 pp | -0.019 pp | +2.1% | No |
| Intercontinental Exchange → ICE | United States | $99.1bn | 0.235% | +0.041 pp | +0.017 pp | +27.0% | Yes |
| FactSet → FDS | United States | $17.3bn | 0.041% | -0.000 pp | -0.007 pp | +1.0% | Yes |
| S&P Global → SPGI | United States | $149.2bn | 0.354% | +0.023 pp | +0.004 pp | +20.3% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $43.6bn | 0.104% | +0.003 pp | +0.003 pp | +21.9% | Yes |
| Cboe Global Markets → CBOE | United States | $23.7bn | 0.056% | +0.010 pp | +0.002 pp | +24.7% | Yes |
| CME Group → CME | United States | $17.7bn | 0.042% | +0.007 pp | +0.002 pp | +28.9% | Yes |
| Moody's Corporation → MCO | United States | $83.8bn | 0.199% | +0.005 pp | +0.000 pp | +19.4% | 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.