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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 ppMulti-line Insurance0.20%-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
0.53%
Industry change · 12M
-0.31 pp
Financial Exchanges & Data · contribution
-0.309 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | 0.144% | -0.005 pp | -0.102 pp | +5.3% | No |
| S&P Global → SPGI | United States | $45.5bn | 0.150% | +0.003 pp | -0.099 pp | +6.9% | Yes |
| Moody's Corporation → MCO | United States | $30.4bn | 0.100% | +0.006 pp | -0.076 pp | -1.0% | No |
| Cboe Global Markets → CBOE | United States | $10.5bn | 0.035% | -0.008 pp | -0.052 pp | -29.8% | No |
| MSCI → MSCI | United States | $15.0bn | 0.049% | +0.004 pp | +0.049 pp | +23.8% | Yes |
| CME Group → CME | United States | $12.1bn | 0.040% | -0.001 pp | -0.018 pp | +21.8% | No |
| Nasdaq, Inc. → NDAQ | United States | $4.8bn | 0.016% | -0.000 pp | -0.010 pp | +10.9% | 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.