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
Investment Banking & Brokerage1.35%+0.34 ppFinancial Exchanges & Data1.05%-0.17 ppDiversified Banks5.07%+0.16 ppConsumer Finance0.79%+0.15 ppTransaction & Payment Processing Services2.68%-0.10 ppRegional Banks0.46%+0.07 ppProperty & Casualty Insurance0.95%-0.06 ppMulti-line Insurance0.24%+0.02 ppInsurance Brokers0.56%-0.02 ppLife & Health Insurance0.58%+0.00 ppAsset Management & Custody Banks0.71%+0.00 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.05%
Industry change · 12M
-0.17 pp
Financial Exchanges & Data · contribution
-0.167 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $89.0bn | 0.322% | +0.150 pp | -0.051 pp | +34.4% | Yes |
| Moody's Corporation → MCO | United States | $61.2bn | 0.222% | +0.102 pp | -0.034 pp | +35.1% | Yes |
| Intercontinental Exchange → ICE | United States | $66.2bn | 0.240% | +0.092 pp | -0.034 pp | +33.2% | Yes |
| Cboe Global Markets → CBOE | United States | $11.1bn | 0.040% | +0.017 pp | -0.021 pp | +6.8% | Yes |
| CME Group → CME | United States | $13.5bn | 0.049% | +0.020 pp | -0.018 pp | +17.1% | Yes |
| MSCI → MSCI | United States | $40.0bn | 0.145% | +0.067 pp | -0.008 pp | +49.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $8.9bn | 0.032% | +0.014 pp | -0.002 pp | +49.5% | 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.