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 Banks6.60%+2.43 ppTransaction & Payment Processing Services2.34%+1.36 ppFinancial Exchanges & Data1.07%+0.54 ppProperty & Casualty Insurance1.13%+0.48 ppConsumer Finance0.85%+0.33 ppInvestment Banking & Brokerage1.11%+0.32 ppLife & Health Insurance0.76%+0.29 ppInsurance Brokers0.60%+0.28 ppAsset Management & Custody Banks0.82%+0.28 ppRegional Banks0.55%+0.17 ppMulti-line Insurance0.36%+0.16 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.07%
Industry change · 12M
+0.54 pp
Financial Exchanges & Data · contribution
+0.537 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $59.7bn | 0.311% | +0.007 pp | +0.164 pp | +43.0% | Yes |
| Intercontinental Exchange → ICE | United States | $52.5bn | 0.274% | +0.010 pp | +0.125 pp | +24.0% | Yes |
| Moody's Corporation → MCO | United States | $41.8bn | 0.218% | +0.001 pp | +0.123 pp | +53.4% | Yes |
| MSCI → MSCI | United States | $19.9bn | 0.104% | +0.001 pp | +0.058 pp | +58.0% | No |
| CME Group → CME | United States | $13.7bn | 0.071% | +0.003 pp | +0.030 pp | +15.1% | No |
| Cboe Global Markets → CBOE | United States | $12.9bn | 0.067% | +0.002 pp | +0.024 pp | +3.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $5.5bn | 0.029% | +0.000 pp | +0.012 pp | +17.4% | No |
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.