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 Banks4.17%-4.27 ppInvestment Banking & Brokerage0.80%-0.82 ppAsset Management & Custody Banks0.54%-0.67 ppProperty & Casualty Insurance0.66%-0.57 ppTransaction & Payment Processing Services0.98%-0.54 ppConsumer Finance0.51%-0.44 ppRegional Banks0.38%-0.40 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.31 ppMulti-line Insurance0.19%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.54%
Industry change · 12M
-0.31 pp
Financial Exchanges & Data · contribution
-0.307 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| S&P Global → SPGI | United States | $43.3bn | 0.147% | -0.131 pp | -0.102 pp | +1.4% | No |
| Intercontinental Exchange → ICE | United States | $43.9bn | 0.149% | -0.101 pp | -0.098 pp | +5.3% | No |
| Moody's Corporation → MCO | United States | $27.9bn | 0.094% | -0.097 pp | -0.082 pp | -9.4% | No |
| MSCI → MSCI | United States | $13.4bn | 0.045% | -0.041 pp | +0.045 pp | +8.9% | No |
| Cboe Global Markets → CBOE | United States | $12.6bn | 0.043% | -0.021 pp | -0.044 pp | -15.3% | No |
| CME Group → CME | United States | $12.2bn | 0.041% | -0.020 pp | -0.017 pp | +20.9% | No |
| Nasdaq, Inc. → NDAQ | United States | $4.8bn | 0.016% | -0.014 pp | -0.009 pp | +8.7% | 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.