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
Insurance Brokers0.56%-99.34 ppDiversified Banks5.28%+5.27 ppTransaction & Payment Processing Services2.57%+2.57 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.03%+1.03 ppProperty & Casualty Insurance0.95%+0.95 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.73%+0.73 ppLife & Health Insurance0.60%+0.60 ppRegional Banks0.48%+0.47 ppMulti-line Insurance0.25%+0.25 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.03%
Industry change · 12M
+1.03 pp
Financial Exchanges & Data · contribution
+1.027 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $86.5bn | 0.310% | +0.160 pp | +0.309 pp | +17.7% | Yes |
| Intercontinental Exchange → ICE | United States | $63.5bn | 0.228% | +0.104 pp | +0.227 pp | +17.5% | Yes |
| Moody's Corporation → MCO | United States | $62.8bn | 0.225% | +0.122 pp | +0.225 pp | +26.4% | Yes |
| MSCI → MSCI | United States | $38.6bn | 0.138% | +0.070 pp | +0.138 pp | +43.4% | Yes |
| CME Group → CME | United States | $14.6bn | 0.052% | +0.026 pp | +0.052 pp | +23.7% | Yes |
| Cboe Global Markets → CBOE | United States | $11.9bn | 0.043% | +0.021 pp | +0.042 pp | +6.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $9.2bn | 0.033% | +0.018 pp | +0.033 pp | +43.5% | 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.