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 Brokers0.66%-99.24 ppDiversified Banks5.02%+5.01 ppTransaction & Payment Processing Services2.39%+2.38 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.54%+0.54 ppRegional Banks0.46%+0.46 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
1.10%
Industry change · 12M
+1.10 pp
Financial Exchanges & Data · contribution
+1.104 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $96.9bn | 0.340% | +0.010 pp | +0.340 pp | +18.8% | Yes |
| Moody's Corporation → MCO | United States | $66.1bn | 0.232% | -0.007 pp | +0.232 pp | +23.5% | No |
| Intercontinental Exchange → ICE | United States | $64.7bn | 0.227% | -0.009 pp | +0.227 pp | +16.1% | No |
| MSCI → MSCI | United States | $50.2bn | 0.176% | +0.021 pp | +0.176 pp | +71.7% | Yes |
| Cboe Global Markets → CBOE | United States | $13.2bn | 0.046% | +0.002 pp | +0.046 pp | +43.5% | Yes |
| CME Group → CME | United States | $12.9bn | 0.045% | -0.005 pp | +0.045 pp | +19.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $10.8bn | 0.038% | +0.004 pp | +0.038 pp | +59.4% | 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.