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 Banks7.78%-0.66 ppTransaction & Payment Processing Services1.71%+0.18 ppFinancial Exchanges & Data0.98%+0.14 ppInvestment Banking & Brokerage1.57%-0.05 ppLife & Health Insurance0.90%+0.05 ppAsset Management & Custody Banks1.17%-0.05 ppMulti-line Insurance0.41%-0.04 ppProperty & Casualty Insurance1.18%-0.04 ppRegional Banks0.75%-0.04 ppInsurance Brokers0.53%+0.01 ppConsumer Finance0.95%-0.01 ppReinsurance0.06%+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
+0.14 pp
Financial Exchanges & Data · contribution
+0.141 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $14.5bn | 0.088% | +0.088 pp | +0.088 pp | +17.4% | Yes |
| S&P Global → SPGI | United States | $47.0bn | 0.285% | +0.009 pp | +0.036 pp | +9.6% | Yes |
| Moody's Corporation → MCO | United States | $32.7bn | 0.199% | +0.008 pp | +0.022 pp | +6.0% | Yes |
| Cboe Global Markets → CBOE | United States | $11.0bn | 0.067% | -0.009 pp | -0.020 pp | -27.0% | No |
| CME Group → CME | United States | $10.9bn | 0.066% | -0.000 pp | +0.008 pp | +6.6% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.1bn | 0.031% | +0.004 pp | +0.005 pp | +14.0% | Yes |
| Intercontinental Exchange → ICE | United States | $41.1bn | 0.249% | -0.006 pp | +0.003 pp | -3.7% | 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.