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 Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.05%
Industry change · 12M
+0.09 pp
Financial Exchanges & Data · contribution
+0.087 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| S&P Global → SPGI | United States | $57.1bn | 0.304% | +0.014 pp | +0.025 pp | +23.5% | Yes |
| Moody's Corporation → MCO | United States | $40.6bn | 0.216% | +0.007 pp | +0.025 pp | +26.7% | Yes |
| MSCI → MSCI | United States | $19.2bn | 0.102% | -0.003 pp | +0.016 pp | +38.6% | Yes |
| Intercontinental Exchange → ICE | United States | $49.5bn | 0.264% | +0.006 pp | +0.014 pp | +20.4% | Yes |
| CME Group → CME | United States | $13.0bn | 0.069% | +0.003 pp | +0.007 pp | +25.3% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.3bn | 0.028% | +0.000 pp | -0.001 pp | +7.6% | No |
| Cboe Global Markets → CBOE | United States | $12.2bn | 0.065% | +0.002 pp | +0.001 pp | +13.9% | 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.