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 Banks4.45%-2.23 ppTransaction & Payment Processing Services2.77%+0.28 ppLife & Health Insurance0.52%-0.22 ppConsumer Finance0.66%-0.19 ppProperty & Casualty Insurance0.94%-0.18 ppAsset Management & Custody Banks0.65%-0.18 ppRegional Banks0.39%-0.17 ppMulti-line Insurance0.21%-0.12 ppInsurance Brokers0.53%-0.07 ppInvestment Banking & Brokerage1.18%+0.04 ppReinsurance0.04%-0.02 ppFinancial Exchanges & Data1.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.05%
Industry change · 12M
+0.01 pp
Financial Exchanges & Data · contribution
+0.005 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| MSCI → MSCI | United States | $37.0bn | 0.150% | +0.150 pp | +0.043 pp | +74.4% | Yes |
| Cboe Global Markets → CBOE | United States | $10.1bn | 0.041% | +0.041 pp | -0.025 pp | -21.2% | Yes |
| CME Group → CME | United States | $12.1bn | 0.049% | +0.049 pp | -0.017 pp | -6.3% | Yes |
| Intercontinental Exchange → ICE | United States | $64.7bn | 0.262% | +0.262 pp | +0.009 pp | +26.2% | Yes |
| S&P Global → SPGI | United States | $74.8bn | 0.303% | +0.302 pp | -0.007 pp | +21.4% | Yes |
| Moody's Corporation → MCO | United States | $54.5bn | 0.221% | +0.220 pp | +0.001 pp | +23.3% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $7.3bn | 0.029% | +0.029 pp | +0.001 pp | +26.0% | 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.