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 Banks6.46%+2.34 ppTransaction & Payment Processing Services2.23%+1.23 ppProperty & Casualty Insurance1.24%+0.60 ppFinancial Exchanges & Data1.05%+0.53 ppConsumer Finance0.87%+0.36 ppInvestment Banking & Brokerage1.10%+0.33 ppInsurance Brokers0.60%+0.30 ppLife & Health Insurance0.77%+0.29 ppAsset Management & Custody Banks0.81%+0.25 ppRegional Banks0.56%+0.18 ppMulti-line Insurance0.38%+0.16 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.05%
Industry change · 12M
+0.53 pp
Financial Exchanges & Data · contribution
+0.531 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | 0.303% | +0.017 pp | +0.155 pp | +26.7% | Yes |
| Intercontinental Exchange → ICE | United States | $51.7bn | 0.275% | +0.013 pp | +0.138 pp | +24.8% | Yes |
| Moody's Corporation → MCO | United States | $38.8bn | 0.206% | +0.006 pp | +0.104 pp | +23.8% | No |
| MSCI → MSCI | United States | $18.4bn | 0.098% | -0.011 pp | +0.048 pp | +24.3% | No |
| CME Group → CME | United States | $14.1bn | 0.075% | +0.005 pp | +0.039 pp | +27.3% | Yes |
| Cboe Global Markets → CBOE | United States | $12.8bn | 0.068% | +0.006 pp | +0.034 pp | +21.2% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $5.5bn | 0.029% | +0.000 pp | +0.014 pp | +18.1% | 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.