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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.98%
Industry change · 12M
+0.08 pp
Financial Exchanges & Data · contribution
+0.076 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $16.8bn | 0.096% | +0.050 pp | +0.096 pp | +34.8% | Yes |
| Cboe Global Markets → CBOE | United States | $10.7bn | 0.061% | +0.022 pp | -0.018 pp | -15.3% | Yes |
| Intercontinental Exchange → ICE | United States | $43.3bn | 0.249% | +0.095 pp | -0.010 pp | +6.4% | Yes |
| Moody's Corporation → MCO | United States | $34.6bn | 0.199% | +0.103 pp | +0.010 pp | +13.5% | Yes |
| CME Group → CME | United States | $11.0bn | 0.063% | +0.018 pp | -0.003 pp | +4.4% | Yes |
| S&P Global → SPGI | United States | $49.5bn | 0.284% | +0.140 pp | +0.003 pp | +11.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $4.8bn | 0.028% | +0.012 pp | -0.002 pp | +3.5% | 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.