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 Banks3.98%-2.62 ppTransaction & Payment Processing Services2.64%+0.29 ppConsumer Finance0.57%-0.27 ppLife & Health Insurance0.49%-0.27 ppAsset Management & Custody Banks0.62%-0.20 ppRegional Banks0.37%-0.19 ppProperty & Casualty Insurance0.95%-0.18 ppInvestment Banking & Brokerage0.95%-0.16 ppMulti-line Insurance0.21%-0.15 ppInsurance Brokers0.54%-0.05 ppFinancial Exchanges & Data1.09%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.09%
Industry change · 12M
+0.02 pp
Financial Exchanges & Data · contribution
+0.017 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $73.5bn | 0.348% | +0.347 pp | +0.037 pp | +26.2% | Yes |
| MSCI → MSCI | United States | $29.0bn | 0.137% | +0.137 pp | +0.034 pp | +50.5% | Yes |
| Cboe Global Markets → CBOE | United States | $8.8bn | 0.042% | +0.042 pp | -0.025 pp | -28.4% | Yes |
| CME Group → CME | United States | $10.0bn | 0.048% | +0.048 pp | -0.024 pp | -24.6% | Yes |
| Intercontinental Exchange → ICE | United States | $53.0bn | 0.251% | +0.251 pp | -0.023 pp | +1.4% | Yes |
| Moody's Corporation → MCO | United States | $49.4bn | 0.234% | +0.233 pp | +0.016 pp | +20.1% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $6.6bn | 0.031% | +0.031 pp | +0.003 pp | +23.4% | 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.