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 Banks6.48%-1.30 ppTransaction & Payment Processing Services2.12%+0.42 ppInvestment Banking & Brokerage1.16%-0.41 ppAsset Management & Custody Banks0.85%-0.31 ppRegional Banks0.58%-0.17 ppInsurance Brokers0.63%+0.10 ppProperty & Casualty Insurance1.27%+0.09 ppLife & Health Insurance0.84%-0.06 ppFinancial Exchanges & Data1.04%+0.06 ppMulti-line Insurance0.39%-0.03 ppConsumer Finance0.93%-0.02 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.04%
Industry change · 12M
+0.06 pp
Financial Exchanges & Data · contribution
+0.061 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $46.4bn | 0.270% | +0.016 pp | +0.021 pp | +17.5% | Yes |
| MSCI → MSCI | United States | $18.6bn | 0.108% | +0.018 pp | +0.021 pp | +37.1% | Yes |
| CME Group → CME | United States | $12.8bn | 0.075% | +0.004 pp | +0.009 pp | +21.0% | Yes |
| S&P Global → SPGI | United States | $49.8bn | 0.290% | +0.017 pp | +0.005 pp | +9.5% | Yes |
| Cboe Global Markets → CBOE | United States | $12.1bn | 0.071% | +0.009 pp | +0.004 pp | +12.6% | Yes |
| Moody's Corporation → MCO | United States | $34.7bn | 0.202% | +0.010 pp | +0.003 pp | +8.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.0bn | 0.029% | -0.000 pp | -0.002 pp | +0.6% | 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.