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 Banks6.68%+2.85 ppTransaction & Payment Processing Services2.49%+1.43 ppFinancial Exchanges & Data1.05%+0.51 ppProperty & Casualty Insurance1.13%+0.47 ppInvestment Banking & Brokerage1.15%+0.45 ppConsumer Finance0.85%+0.37 ppAsset Management & Custody Banks0.83%+0.30 ppInsurance Brokers0.60%+0.29 ppLife & Health Insurance0.74%+0.27 ppRegional Banks0.56%+0.23 ppMulti-line Insurance0.33%+0.14 ppReinsurance0.06%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.05%
Industry change · 12M
+0.51 pp
Financial Exchanges & Data · contribution
+0.509 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $63.1bn | 0.310% | +0.007 pp | +0.166 pp | +62.3% | No |
| Moody's Corporation → MCO | United States | $44.8bn | 0.220% | +0.014 pp | +0.124 pp | +71.3% | Yes |
| Intercontinental Exchange → ICE | United States | $51.5bn | 0.253% | -0.022 pp | +0.099 pp | +24.5% | No |
| MSCI → MSCI | United States | $21.9bn | 0.107% | +0.009 pp | +0.061 pp | +77.2% | Yes |
| Cboe Global Markets → CBOE | United States | $13.3bn | 0.065% | -0.003 pp | +0.026 pp | +24.2% | No |
| CME Group → CME | United States | $13.4bn | 0.066% | -0.009 pp | +0.021 pp | +9.7% | No |
| Nasdaq, Inc. → NDAQ | United States | $5.9bn | 0.029% | -0.000 pp | +0.013 pp | +33.9% | 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.