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 Banks4.36%-4.09 ppInvestment Banking & Brokerage0.82%-0.80 ppAsset Management & Custody Banks0.59%-0.62 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.00%-0.52 ppConsumer Finance0.52%-0.43 ppRegional Banks0.41%-0.38 ppLife & Health Insurance0.48%-0.37 ppFinancial Exchanges & Data0.55%-0.29 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.29%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.55%
Industry change · 12M
-0.29 pp
Financial Exchanges & Data · contribution
-0.290 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Intercontinental Exchange → ICE | United States | $43.7bn | 0.141% | -0.108 pp | -0.105 pp | +3.9% | No |
| S&P Global → SPGI | United States | $49.3bn | 0.159% | -0.126 pp | -0.090 pp | +15.2% | No |
| Moody's Corporation → MCO | United States | $34.2bn | 0.110% | -0.088 pp | -0.066 pp | +10.9% | No |
| MSCI → MSCI | United States | $16.0bn | 0.052% | -0.036 pp | +0.052 pp | +30.6% | No |
| Cboe Global Markets → CBOE | United States | $11.3bn | 0.036% | -0.030 pp | -0.051 pp | -24.4% | No |
| CME Group → CME | United States | $11.6bn | 0.038% | -0.028 pp | -0.021 pp | +14.8% | No |
| Nasdaq, Inc. → NDAQ | United States | $5.2bn | 0.017% | -0.014 pp | -0.009 pp | +19.0% | 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.