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 Banks6.45%-1.24 ppInvestment Banking & Brokerage1.13%-0.35 ppTransaction & Payment Processing Services2.07%+0.33 ppAsset Management & Custody Banks0.83%-0.31 ppRegional Banks0.58%-0.15 ppInsurance Brokers0.61%+0.08 ppProperty & Casualty Insurance1.21%+0.07 ppMulti-line Insurance0.37%-0.04 ppLife & Health Insurance0.84%-0.02 ppConsumer Finance0.91%-0.02 ppFinancial Exchanges & Data1.02%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.02%
Industry change · 12M
+0.01 pp
Financial Exchanges & Data · contribution
+0.008 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $20.2bn | 0.109% | +0.013 pp | +0.020 pp | +46.3% | Yes |
| Cboe Global Markets → CBOE | United States | $11.6bn | 0.062% | +0.001 pp | -0.009 pp | +0.8% | Yes |
| S&P Global → SPGI | United States | $53.1bn | 0.286% | +0.002 pp | -0.008 pp | +12.9% | Yes |
| CME Group → CME | United States | $12.9bn | 0.070% | +0.007 pp | +0.003 pp | +21.5% | Yes |
| Intercontinental Exchange → ICE | United States | $48.5bn | 0.261% | +0.013 pp | +0.003 pp | +18.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.3bn | 0.029% | +0.001 pp | -0.002 pp | +7.5% | Yes |
| Moody's Corporation → MCO | United States | $37.0bn | 0.200% | +0.001 pp | +0.001 pp | +15.8% | 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.