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%-99.35 ppDiversified Banks4.61%+4.60 ppTransaction & Payment Processing Services2.56%+2.56 ppInvestment Banking & Brokerage1.39%+1.39 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.87%+0.87 ppConsumer Finance0.80%+0.80 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.53%+0.52 ppRegional Banks0.39%+0.39 ppMulti-line Insurance0.22%+0.22 ppReinsurance0.03%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.10%
Industry change · 12M
+1.10 pp
Financial Exchanges & Data · contribution
+1.101 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $97.7bn | 0.335% | +0.013 pp | +0.335 pp | +23.4% | Yes |
| Moody's Corporation → MCO | United States | $70.0bn | 0.240% | +0.018 pp | +0.240 pp | +34.8% | Yes |
| Intercontinental Exchange → ICE | United States | $67.5bn | 0.231% | -0.009 pp | +0.231 pp | +25.3% | Yes |
| MSCI → MSCI | United States | $49.1bn | 0.168% | +0.023 pp | +0.168 pp | +59.7% | Yes |
| CME Group → CME | United States | $14.1bn | 0.048% | -0.000 pp | +0.048 pp | +31.8% | Yes |
| Cboe Global Markets → CBOE | United States | $12.6bn | 0.043% | +0.003 pp | +0.043 pp | +37.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $10.2bn | 0.035% | +0.003 pp | +0.035 pp | +44.2% | 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.