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 Banks8.03%-0.41 ppFinancial Exchanges & Data0.90%+0.06 ppInvestment Banking & Brokerage1.66%+0.04 ppAsset Management & Custody Banks1.18%-0.04 ppInsurance Brokers0.55%+0.03 ppMulti-line Insurance0.43%-0.02 ppConsumer Finance0.93%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppLife & Health Insurance0.83%-0.01 ppProperty & Casualty Insurance1.23%+0.01 ppReinsurance0.06%+0.01 ppRegional Banks0.79%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.90%
Industry change · 12M
+0.06 pp
Financial Exchanges & Data · contribution
+0.061 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $45.9bn | 0.282% | +0.032 pp | +0.032 pp | +5.8% | Yes |
| Intercontinental Exchange → ICE | United States | $42.2bn | 0.259% | +0.013 pp | +0.013 pp | -1.5% | Yes |
| Moody's Corporation → MCO | United States | $30.8bn | 0.189% | +0.013 pp | +0.013 pp | -0.0% | Yes |
| Cboe Global Markets → CBOE | United States | $12.9bn | 0.079% | -0.008 pp | -0.008 pp | -14.9% | No |
| CME Group → CME | United States | $10.8bn | 0.066% | +0.008 pp | +0.008 pp | +5.8% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $4.8bn | 0.029% | +0.004 pp | +0.004 pp | +7.0% | 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.