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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.22%
Industry change · 12M
+0.20 pp
Financial Exchanges & Data · contribution
+0.198 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $66.8bn | 0.374% | +0.039 pp | +0.084 pp | +34.0% | Yes |
| MSCI → MSCI | United States | $27.3bn | 0.153% | +0.034 pp | +0.047 pp | +46.6% | Yes |
| Moody's Corporation → MCO | United States | $45.7bn | 0.256% | +0.017 pp | +0.046 pp | +25.2% | Yes |
| Intercontinental Exchange → ICE | United States | $48.9bn | 0.274% | -0.000 pp | +0.016 pp | +11.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $6.0bn | 0.034% | +0.002 pp | +0.005 pp | +21.2% | Yes |
| Cboe Global Markets → CBOE | United States | $11.0bn | 0.061% | -0.006 pp | -0.002 pp | -1.0% | Yes |
| CME Group → CME | United States | $11.9bn | 0.066% | -0.005 pp | +0.000 pp | +2.3% | 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.