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 Banks1.51%+0.56 ppInvestment Banking & Brokerage1.40%+0.35 ppDiversified Banks3.86%+0.28 ppConsumer Finance0.84%+0.21 ppTransaction & Payment Processing Services0.98%-0.16 ppProperty & Casualty Insurance1.02%-0.15 ppFinancial Exchanges & Data1.05%-0.09 ppInsurance Brokers0.67%-0.08 ppLife & Health Insurance0.37%-0.08 ppMulti-line Insurance0.16%-0.03 ppReinsurance0.03%-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
1.05%
Industry change · 12M
-0.09 pp
Financial Exchanges & Data · contribution
-0.094 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $158.4bn | 0.328% | -0.009 pp | -0.039 pp | +7.6% | No |
| Moody's Corporation → MCO | United States | $91.5bn | 0.190% | -0.006 pp | -0.025 pp | +5.3% | No |
| MSCI → MSCI | United States | $43.9bn | 0.091% | -0.008 pp | -0.019 pp | -1.0% | No |
| Intercontinental Exchange → ICE | United States | $101.1bn | 0.210% | -0.024 pp | -0.015 pp | +10.5% | No |
| Nasdaq, Inc. → NDAQ | United States | $54.4bn | 0.113% | +0.004 pp | +0.012 pp | +33.1% | Yes |
| FactSet → FDS | United States | $14.1bn | 0.029% | -0.010 pp | -0.010 pp | -10.8% | No |
| CME Group → CME | United States | $17.8bn | 0.037% | -0.007 pp | +0.002 pp | +29.1% | No |
| Cboe Global Markets → CBOE | United States | $24.7bn | 0.051% | -0.003 pp | -0.001 pp | +15.9% | 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.