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 Banks2.64%+2.63 ppTransaction & Payment Processing Services1.35%+1.34 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.52%+0.52 ppProperty & Casualty Insurance0.48%+0.48 ppConsumer Finance0.38%+0.38 ppAsset Management & Custody Banks0.36%+0.36 ppLife & Health Insurance0.30%+0.30 ppInsurance Brokers0.27%+0.27 ppRegional Banks0.23%+0.23 ppMulti-line Insurance0.12%+0.12 ppReinsurance0.02%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.52%
Industry change · 12M
+0.52 pp
Financial Exchanges & Data · contribution
+0.519 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $80.4bn | 0.157% | -0.146 pp | +0.157 pp | +45.2% | No |
| Intercontinental Exchange → ICE | United States | $62.7bn | 0.123% | -0.139 pp | +0.122 pp | +40.0% | No |
| Moody's Corporation → MCO | United States | $55.9bn | 0.109% | -0.111 pp | +0.109 pp | +42.4% | No |
| MSCI → MSCI | United States | $34.6bn | 0.068% | -0.082 pp | +0.068 pp | +46.3% | No |
| CME Group → CME | United States | $13.6bn | 0.027% | -0.022 pp | +0.027 pp | +22.0% | No |
| Cboe Global Markets → CBOE | United States | $10.6bn | 0.021% | -0.020 pp | +0.021 pp | +12.5% | No |
| Nasdaq, Inc. → NDAQ | United States | $8.1bn | 0.016% | -0.014 pp | +0.016 pp | +57.7% | 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.