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 Banks3.82%+1.21 ppAsset Management & Custody Banks1.55%+0.85 ppInvestment Banking & Brokerage1.40%+0.61 ppConsumer Finance0.78%+0.32 ppFinancial Exchanges & Data1.09%+0.29 ppProperty & Casualty Insurance1.00%+0.23 ppTransaction & Payment Processing Services0.99%+0.19 ppInsurance Brokers0.65%+0.12 ppRegional Banks0.31%+0.06 ppLife & Health Insurance0.36%+0.03 ppMulti-line Insurance0.15%+0.01 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.09%
Industry change · 12M
+0.29 pp
Financial Exchanges & Data · contribution
+0.294 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $159.9bn | 0.337% | -0.011 pp | +0.080 pp | +14.5% | No |
| Intercontinental Exchange → ICE | United States | $105.8bn | 0.223% | -0.009 pp | +0.067 pp | +23.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $55.2bn | 0.116% | +0.011 pp | +0.046 pp | +44.0% | Yes |
| Moody's Corporation → MCO | United States | $92.5bn | 0.195% | -0.001 pp | +0.046 pp | +13.8% | No |
| Cboe Global Markets → CBOE | United States | $25.2bn | 0.053% | -0.003 pp | +0.019 pp | +32.9% | No |
| CME Group → CME | United States | $18.5bn | 0.039% | -0.005 pp | +0.016 pp | +50.1% | No |
| MSCI → MSCI | United States | $43.4bn | 0.092% | -0.010 pp | +0.015 pp | +5.0% | No |
| FactSet → FDS | United States | $15.2bn | 0.032% | -0.007 pp | +0.004 pp | -1.6% | 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.