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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.96%
Industry change · 12M
+0.12 pp
Financial Exchanges & Data · contribution
+0.118 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $14.8bn | 0.086% | +0.003 pp | +0.086 pp | +20.0% | Yes |
| S&P Global → SPGI | United States | $47.7bn | 0.278% | +0.003 pp | +0.029 pp | +11.3% | No |
| Cboe Global Markets → CBOE | United States | $10.9bn | 0.064% | -0.010 pp | -0.023 pp | -27.4% | No |
| Moody's Corporation → MCO | United States | $32.8bn | 0.192% | +0.001 pp | +0.015 pp | +6.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $5.1bn | 0.030% | -0.000 pp | +0.004 pp | +14.0% | Yes |
| CME Group → CME | United States | $10.6bn | 0.062% | -0.003 pp | +0.004 pp | +4.5% | No |
| Intercontinental Exchange → ICE | United States | $42.8bn | 0.250% | -0.010 pp | +0.003 pp | +0.7% | 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.