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 Brokers0.54%-99.36 ppDiversified Banks4.94%+4.93 ppTransaction & Payment Processing Services2.63%+2.63 ppInvestment Banking & Brokerage1.43%+1.43 ppFinancial Exchanges & Data1.09%+1.09 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.81%+0.81 ppAsset Management & Custody Banks0.71%+0.70 ppLife & Health Insurance0.55%+0.55 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.23%+0.23 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.09%
Industry change · 12M
+1.09 pp
Financial Exchanges & Data · contribution
+1.088 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $93.5bn | 0.330% | +0.173 pp | +0.330 pp | +25.6% | Yes |
| Moody's Corporation → MCO | United States | $67.8bn | 0.239% | +0.130 pp | +0.239 pp | +33.0% | Yes |
| Intercontinental Exchange → ICE | United States | $66.8bn | 0.236% | +0.113 pp | +0.236 pp | +31.1% | Yes |
| MSCI → MSCI | United States | $43.9bn | 0.155% | +0.087 pp | +0.155 pp | +60.9% | Yes |
| CME Group → CME | United States | $14.2bn | 0.050% | +0.023 pp | +0.050 pp | +35.1% | Yes |
| Cboe Global Markets → CBOE | United States | $12.7bn | 0.045% | +0.024 pp | +0.045 pp | +29.8% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $9.6bn | 0.034% | +0.018 pp | +0.034 pp | +49.3% | 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.