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 Banks4.16%-4.28 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.56%-0.66 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.03%-0.49 ppConsumer Finance0.52%-0.43 ppRegional Banks0.37%-0.42 ppLife & Health Insurance0.47%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.33%-0.19 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
-0.30 pp
Financial Exchanges & Data · contribution
-0.298 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $43.4bn | 0.144% | -0.015 pp | -0.105 pp | +2.0% | No |
| Intercontinental Exchange → ICE | United States | $46.5bn | 0.155% | +0.014 pp | -0.092 pp | +11.7% | No |
| Moody's Corporation → MCO | United States | $30.5bn | 0.101% | -0.009 pp | -0.075 pp | -0.6% | No |
| Cboe Global Markets → CBOE | United States | $12.1bn | 0.040% | +0.004 pp | -0.047 pp | -19.0% | No |
| MSCI → MSCI | United States | $13.8bn | 0.046% | -0.006 pp | +0.046 pp | +14.2% | No |
| CME Group → CME | United States | $12.7bn | 0.042% | +0.004 pp | -0.016 pp | +25.4% | No |
| Nasdaq, Inc. → NDAQ | United States | $5.0bn | 0.017% | -0.000 pp | -0.009 pp | +14.5% | 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.