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%+2.44 ppTransaction & Payment Processing Services2.55%+1.51 ppFinancial Exchanges & Data1.06%+0.52 ppProperty & Casualty Insurance1.12%+0.47 ppInvestment Banking & Brokerage1.16%+0.44 ppConsumer Finance0.85%+0.33 ppLife & Health Insurance0.76%+0.29 ppAsset Management & Custody Banks0.84%+0.28 ppInsurance Brokers0.60%+0.27 ppRegional Banks0.56%+0.19 ppMulti-line Insurance0.35%+0.15 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.06%
Industry change · 12M
+0.52 pp
Financial Exchanges & Data · contribution
+0.517 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $61.2bn | 0.308% | -0.021 pp | +0.164 pp | +46.2% | Yes |
| Moody's Corporation → MCO | United States | $42.8bn | 0.216% | -0.006 pp | +0.114 pp | +44.0% | Yes |
| Intercontinental Exchange → ICE | United States | $52.4bn | 0.264% | -0.021 pp | +0.110 pp | +16.8% | No |
| MSCI → MSCI | United States | $22.0bn | 0.111% | +0.003 pp | +0.065 pp | +66.9% | Yes |
| Cboe Global Markets → CBOE | United States | $13.2bn | 0.066% | -0.006 pp | +0.026 pp | +11.8% | No |
| CME Group → CME | United States | $13.5bn | 0.068% | -0.011 pp | +0.026 pp | +9.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $5.7bn | 0.029% | -0.001 pp | +0.012 pp | +17.1% | 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.