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 Banks7.68%-0.76 ppTransaction & Payment Processing Services1.74%+0.22 ppFinancial Exchanges & Data1.01%+0.17 ppInvestment Banking & Brokerage1.49%-0.13 ppProperty & Casualty Insurance1.14%-0.08 ppAsset Management & Custody Banks1.14%-0.07 ppRegional Banks0.73%-0.05 ppMulti-line Insurance0.42%-0.04 ppConsumer Finance0.94%-0.02 ppInsurance Brokers0.53%+0.01 ppLife & Health Insurance0.86%+0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.01%
Industry change · 12M
+0.17 pp
Financial Exchanges & Data · contribution
+0.166 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $14.7bn | 0.089% | +0.089 pp | +0.089 pp | +19.4% | Yes |
| S&P Global → SPGI | United States | $48.5bn | 0.294% | +0.013 pp | +0.045 pp | +13.2% | Yes |
| Moody's Corporation → MCO | United States | $32.7bn | 0.199% | +0.010 pp | +0.022 pp | +6.0% | Yes |
| Cboe Global Markets → CBOE | United States | $11.7bn | 0.071% | -0.008 pp | -0.016 pp | -22.2% | No |
| Intercontinental Exchange → ICE | United States | $42.6bn | 0.258% | -0.001 pp | +0.012 pp | +0.2% | Yes |
| CME Group → CME | United States | $10.9bn | 0.066% | +0.000 pp | +0.008 pp | +7.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.1bn | 0.031% | +0.001 pp | +0.005 pp | +13.8% | 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.