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 Banks2.59%-3.62 ppTransaction & Payment Processing Services1.52%-1.11 ppProperty & Casualty Insurance0.53%-0.62 ppFinancial Exchanges & Data0.59%-0.55 ppConsumer Finance0.39%-0.47 ppInvestment Banking & Brokerage0.69%-0.47 ppAsset Management & Custody Banks0.38%-0.42 ppLife & Health Insurance0.31%-0.41 ppInsurance Brokers0.30%-0.33 ppRegional Banks0.24%-0.29 ppMulti-line Insurance0.13%-0.20 ppReinsurance0.02%-0.04 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.59%
Industry change · 12M
-0.55 pp
Financial Exchanges & Data · contribution
-0.548 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $72.2bn | 0.173% | -0.175 pp | -0.162 pp | +8.8% | No |
| Intercontinental Exchange → ICE | United States | $61.9bn | 0.148% | -0.103 pp | -0.126 pp | +12.0% | No |
| Moody's Corporation → MCO | United States | $50.0bn | 0.120% | -0.114 pp | -0.119 pp | +4.5% | No |
| Cboe Global Markets → CBOE | United States | $9.9bn | 0.024% | -0.018 pp | -0.044 pp | -24.4% | No |
| CME Group → CME | United States | $12.1bn | 0.029% | -0.019 pp | -0.042 pp | -13.6% | No |
| MSCI → MSCI | United States | $32.8bn | 0.078% | -0.059 pp | -0.041 pp | +39.5% | No |
| Nasdaq, Inc. → NDAQ | United States | $7.4bn | 0.018% | -0.014 pp | -0.014 pp | +18.1% | 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.