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 Banks6.21%+2.29 ppTransaction & Payment Processing Services2.63%+1.59 ppFinancial Exchanges & Data1.14%+0.60 ppProperty & Casualty Insurance1.15%+0.51 ppInvestment Banking & Brokerage1.16%+0.45 ppConsumer Finance0.86%+0.37 ppInsurance Brokers0.63%+0.31 ppAsset Management & Custody Banks0.80%+0.27 ppLife & Health Insurance0.72%+0.25 ppRegional Banks0.52%+0.18 ppMulti-line Insurance0.33%+0.13 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
+0.60 pp
Financial Exchanges & Data · contribution
+0.604 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $67.9bn | 0.335% | +0.024 pp | +0.185 pp | +54.8% | Yes |
| Moody's Corporation → MCO | United States | $48.5bn | 0.239% | +0.022 pp | +0.139 pp | +63.7% | Yes |
| Intercontinental Exchange → ICE | United States | $55.5bn | 0.274% | +0.000 pp | +0.130 pp | +31.6% | Yes |
| MSCI → MSCI | United States | $24.2bn | 0.119% | +0.016 pp | +0.070 pp | +69.8% | Yes |
| Cboe Global Markets → CBOE | United States | $13.7bn | 0.067% | +0.000 pp | +0.033 pp | +33.7% | No |
| CME Group → CME | United States | $14.5bn | 0.071% | -0.000 pp | +0.031 pp | +22.4% | No |
| Nasdaq, Inc. → NDAQ | United States | $6.4bn | 0.031% | +0.003 pp | +0.016 pp | +34.9% | 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.