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 Banks6.17%+1.82 ppTransaction & Payment Processing Services2.37%+1.37 ppProperty & Casualty Insurance1.23%+0.58 ppFinancial Exchanges & Data1.13%+0.57 ppConsumer Finance0.88%+0.36 ppInsurance Brokers0.62%+0.32 ppInvestment Banking & Brokerage1.08%+0.27 ppLife & Health Insurance0.74%+0.26 ppAsset Management & Custody Banks0.77%+0.18 ppMulti-line Insurance0.37%+0.14 ppRegional Banks0.54%+0.13 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.13%
Industry change · 12M
+0.57 pp
Financial Exchanges & Data · contribution
+0.573 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $60.6bn | 0.330% | +0.040 pp | +0.171 pp | +27.0% | Yes |
| Intercontinental Exchange → ICE | United States | $52.4bn | 0.285% | +0.015 pp | +0.144 pp | +24.2% | Yes |
| Moody's Corporation → MCO | United States | $40.8bn | 0.222% | +0.020 pp | +0.112 pp | +22.4% | Yes |
| MSCI → MSCI | United States | $19.9bn | 0.108% | -0.000 pp | +0.056 pp | +31.9% | Yes |
| CME Group → CME | United States | $14.5bn | 0.079% | +0.004 pp | +0.041 pp | +27.6% | Yes |
| Cboe Global Markets → CBOE | United States | $13.3bn | 0.072% | +0.002 pp | +0.036 pp | +19.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.5bn | 0.030% | +0.001 pp | +0.013 pp | +6.7% | 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.