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 Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.02%
Industry change · 12M
+0.04 pp
Financial Exchanges & Data · contribution
+0.044 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $19.0bn | 0.106% | +0.056 pp | +0.023 pp | +52.4% | Yes |
| Moody's Corporation → MCO | United States | $37.6bn | 0.210% | +0.109 pp | +0.019 pp | +22.6% | Yes |
| S&P Global → SPGI | United States | $51.9bn | 0.289% | +0.139 pp | +0.014 pp | +18.2% | Yes |
| Cboe Global Markets → CBOE | United States | $11.3bn | 0.063% | +0.029 pp | -0.011 pp | -3.7% | Yes |
| CME Group → CME | United States | $11.9bn | 0.066% | +0.026 pp | +0.002 pp | +16.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.1bn | 0.028% | +0.012 pp | -0.002 pp | +6.5% | Yes |
| Intercontinental Exchange → ICE | United States | $46.2bn | 0.258% | +0.113 pp | -0.002 pp | +13.7% | 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.