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 Banks6.84%-1.63 ppInvestment Banking & Brokerage1.24%-0.45 ppTransaction & Payment Processing Services1.97%+0.43 ppAsset Management & Custody Banks0.95%-0.28 ppRegional Banks0.63%-0.17 ppMulti-line Insurance0.34%-0.09 ppFinancial Exchanges & Data0.97%+0.08 ppConsumer Finance0.89%-0.07 ppInsurance Brokers0.60%+0.06 ppProperty & Casualty Insurance1.17%-0.03 ppReinsurance0.05%-0.01 ppLife & Health Insurance0.83%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.97%
Industry change · 12M
+0.08 pp
Financial Exchanges & Data · contribution
+0.080 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| MSCI → MSCI | United States | $15.6bn | 0.090% | +0.044 pp | +0.090 pp | +32.2% | Yes |
| Cboe Global Markets → CBOE | United States | $10.7bn | 0.062% | +0.022 pp | -0.014 pp | -13.1% | Yes |
| CME Group → CME | United States | $12.1bn | 0.070% | +0.028 pp | +0.004 pp | +12.3% | Yes |
| S&P Global → SPGI | United States | $47.1bn | 0.273% | +0.129 pp | -0.003 pp | +5.6% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.0bn | 0.029% | +0.013 pp | +0.002 pp | +15.6% | Yes |
| Moody's Corporation → MCO | United States | $33.1bn | 0.192% | +0.091 pp | +0.001 pp | +4.9% | Yes |
| Intercontinental Exchange → ICE | United States | $43.9bn | 0.254% | +0.100 pp | -0.001 pp | +6.9% | Yes |
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.