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
Investment Banking & Brokerage1.68%+0.06 ppFinancial Exchanges & Data0.89%+0.05 ppDiversified Banks8.47%+0.03 ppMulti-line Insurance0.43%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppInsurance Brokers0.53%+0.02 ppRegional Banks0.80%+0.02 ppProperty & Casualty Insurance1.20%-0.02 ppAsset Management & Custody Banks1.23%+0.02 ppLife & Health Insurance0.83%-0.02 ppReinsurance0.06%+0.01 ppConsumer Finance0.95%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.89%
Industry change · 12M
+0.05 pp
Financial Exchanges & Data · contribution
+0.048 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2018 · 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 | $46.1bn | 0.276% | +0.027 pp | +0.027 pp | +6.2% | Yes |
| Moody's Corporation → MCO | United States | $31.9bn | 0.191% | +0.015 pp | +0.015 pp | +3.4% | Yes |
| Cboe Global Markets → CBOE | United States | $12.6bn | 0.076% | -0.011 pp | -0.011 pp | -16.7% | No |
| Intercontinental Exchange → ICE | United States | $42.6bn | 0.255% | +0.009 pp | +0.009 pp | -1.0% | Yes |
| CME Group → CME | United States | $11.1bn | 0.066% | +0.008 pp | +0.008 pp | +8.3% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $4.5bn | 0.027% | +0.001 pp | +0.001 pp | -0.2% | 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.