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 Banks3.65%-0.24 ppTransaction & Payment Processing Services1.18%-0.11 ppInvestment Banking & Brokerage1.28%+0.10 ppLife & Health Insurance0.42%-0.06 ppInsurance Brokers0.80%+0.04 ppMulti-line Insurance0.18%-0.04 ppRegional Banks0.30%-0.04 ppConsumer Finance0.66%-0.04 ppProperty & Casualty Insurance1.22%+0.03 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.12%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.12%
Industry change · 12M
+0.01 pp
Financial Exchanges & Data · contribution
+0.007 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Intercontinental Exchange → ICE | United States | $96.5bn | 0.232% | +0.028 pp | +0.018 pp | +32.0% | Yes |
| S&P Global → SPGI | United States | $145.1bn | 0.348% | +0.008 pp | -0.008 pp | +21.2% | Yes |
| FactSet → FDS | United States | $16.4bn | 0.039% | -0.001 pp | -0.007 pp | +4.7% | No |
| MSCI → MSCI | United States | $42.2bn | 0.101% | -0.003 pp | -0.006 pp | +18.4% | No |
| Nasdaq, Inc. → NDAQ | United States | $43.8bn | 0.105% | -0.000 pp | +0.005 pp | +29.1% | Yes |
| CME Group → CME | United States | $18.5bn | 0.044% | +0.009 pp | +0.004 pp | +38.3% | Yes |
| Cboe Global Markets → CBOE | United States | $23.2bn | 0.056% | +0.008 pp | +0.000 pp | +23.9% | Yes |
| Moody's Corporation → MCO | United States | $81.5bn | 0.196% | -0.005 pp | -0.000 pp | +23.3% | No |
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.