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 Brokers0.58%-99.32 ppDiversified Banks4.70%+4.69 ppTransaction & Payment Processing Services2.44%+2.43 ppInvestment Banking & Brokerage1.46%+1.46 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.78%+0.78 ppAsset Management & Custody Banks0.72%+0.72 ppLife & Health Insurance0.53%+0.53 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.24%+0.24 ppReinsurance0.04%+0.04 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
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $101.2bn | 0.338% | +0.029 pp | +0.338 pp | +22.1% | Yes |
| Moody's Corporation → MCO | United States | $70.9bn | 0.237% | +0.012 pp | +0.237 pp | +30.3% | Yes |
| Intercontinental Exchange → ICE | United States | $67.3bn | 0.225% | -0.002 pp | +0.225 pp | +13.8% | Yes |
| MSCI → MSCI | United States | $52.3bn | 0.175% | +0.037 pp | +0.175 pp | +71.2% | Yes |
| Cboe Global Markets → CBOE | United States | $13.5bn | 0.045% | +0.002 pp | +0.045 pp | +39.7% | Yes |
| CME Group → CME | United States | $13.4bn | 0.045% | -0.007 pp | +0.045 pp | +18.4% | No |
| Nasdaq, Inc. → NDAQ | United States | $10.9bn | 0.036% | +0.004 pp | +0.036 pp | +47.7% | 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.