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
Diversified Banks3.71%+1.04 ppAsset Management & Custody Banks1.44%+0.94 ppInvestment Banking & Brokerage1.31%+0.50 ppProperty & Casualty Insurance1.20%+0.38 ppFinancial Exchanges & Data1.11%+0.35 ppTransaction & Payment Processing Services1.13%+0.30 ppInsurance Brokers0.79%+0.27 ppConsumer Finance0.68%+0.22 ppRegional Banks0.30%+0.07 ppLife & Health Insurance0.39%+0.06 ppMulti-line Insurance0.18%+0.03 ppReinsurance0.03%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.11%
Industry change · 12M
+0.35 pp
Financial Exchanges & Data · contribution
+0.354 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $148.8bn | 0.337% | -0.013 pp | +0.095 pp | +20.8% | No |
| Intercontinental Exchange → ICE | United States | $103.1bn | 0.234% | +0.011 pp | +0.087 pp | +35.9% | Yes |
| Moody's Corporation → MCO | United States | $86.2bn | 0.195% | -0.007 pp | +0.057 pp | +21.6% | No |
| Nasdaq, Inc. → NDAQ | United States | $48.0bn | 0.109% | +0.002 pp | +0.044 pp | +43.5% | Yes |
| MSCI → MSCI | United States | $43.6bn | 0.099% | -0.004 pp | +0.024 pp | +15.3% | No |
| Cboe Global Markets → CBOE | United States | $24.0bn | 0.054% | +0.005 pp | +0.020 pp | +34.0% | Yes |
| CME Group → CME | United States | $19.3bn | 0.044% | +0.006 pp | +0.018 pp | +49.0% | Yes |
| FactSet → FDS | United States | $17.4bn | 0.039% | +0.000 pp | +0.010 pp | +14.4% | 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.