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 Banks7.98%-0.46 ppFinancial Exchanges & Data0.98%+0.13 ppInsurance Brokers0.55%+0.03 ppTransaction & Payment Processing Services1.55%+0.03 ppAsset Management & Custody Banks1.19%-0.02 ppInvestment Banking & Brokerage1.64%+0.02 ppMulti-line Insurance0.44%-0.01 ppConsumer Finance0.95%-0.01 ppRegional Banks0.79%+0.01 ppLife & Health Insurance0.85%+0.01 ppReinsurance0.06%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.98%
Industry change · 12M
+0.13 pp
Financial Exchanges & Data · contribution
+0.134 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| MSCI → MSCI | United States | $13.5bn | 0.083% | +0.083 pp | +0.083 pp | +7.9% | Yes |
| S&P Global → SPGI | United States | $44.8bn | 0.276% | +0.026 pp | +0.026 pp | +4.4% | Yes |
| Moody's Corporation → MCO | United States | $31.0bn | 0.190% | +0.014 pp | +0.014 pp | +0.5% | Yes |
| Cboe Global Markets → CBOE | United States | $12.0bn | 0.074% | -0.013 pp | -0.013 pp | -20.4% | No |
| Intercontinental Exchange → ICE | United States | $42.2bn | 0.259% | +0.013 pp | +0.013 pp | -1.6% | Yes |
| CME Group → CME | United States | $10.5bn | 0.065% | +0.006 pp | +0.006 pp | +3.2% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $4.9bn | 0.030% | +0.005 pp | +0.005 pp | +9.7% | 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.