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 Banks4.12%-4.32 ppInvestment Banking & Brokerage0.77%-0.85 ppAsset Management & Custody Banks0.57%-0.65 ppProperty & Casualty Insurance0.65%-0.58 ppTransaction & Payment Processing Services0.99%-0.53 ppConsumer Finance0.51%-0.45 ppRegional Banks0.38%-0.41 ppLife & Health Insurance0.48%-0.36 ppFinancial Exchanges & Data0.52%-0.32 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.30%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.52%
Industry change · 12M
-0.32 pp
Financial Exchanges & Data · contribution
-0.320 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $42.9bn | 0.137% | -0.122 pp | -0.110 pp | +2.4% | No |
| S&P Global → SPGI | United States | $46.5bn | 0.148% | -0.146 pp | -0.101 pp | +8.7% | No |
| Moody's Corporation → MCO | United States | $32.1bn | 0.102% | -0.096 pp | -0.074 pp | +4.2% | No |
| Cboe Global Markets → CBOE | United States | $10.7bn | 0.034% | -0.037 pp | -0.053 pp | -28.0% | No |
| MSCI → MSCI | United States | $15.8bn | 0.050% | -0.039 pp | +0.050 pp | +28.5% | No |
| CME Group → CME | United States | $11.3bn | 0.036% | -0.030 pp | -0.022 pp | +12.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $4.7bn | 0.015% | -0.016 pp | -0.011 pp | +7.5% | 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.