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
Diversified Banks5.05%+1.07 ppTransaction & Payment Processing Services2.08%-0.56 ppInvestment Banking & Brokerage1.49%+0.54 ppConsumer Finance0.76%+0.18 ppInsurance Brokers0.69%+0.15 ppAsset Management & Custody Banks0.75%+0.13 ppFinancial Exchanges & Data1.19%+0.10 ppRegional Banks0.46%+0.09 ppProperty & Casualty Insurance0.89%-0.06 ppLife & Health Insurance0.53%+0.04 ppMulti-line Insurance0.25%+0.04 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.19%
Industry change · 12M
+0.10 pp
Financial Exchanges & Data · contribution
+0.101 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| MSCI → MSCI | United States | $54.8bn | 0.183% | +0.015 pp | +0.046 pp | +91.4% | Yes |
| Moody's Corporation → MCO | United States | $75.1bn | 0.251% | +0.011 pp | +0.017 pp | +54.9% | Yes |
| S&P Global → SPGI | United States | $108.1bn | 0.361% | +0.026 pp | +0.013 pp | +48.1% | Yes |
| Intercontinental Exchange → ICE | United States | $78.0bn | 0.261% | +0.029 pp | +0.010 pp | +48.3% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $11.7bn | 0.039% | +0.004 pp | +0.008 pp | +75.8% | Yes |
| Cboe Global Markets → CBOE | United States | $14.1bn | 0.047% | +0.004 pp | +0.005 pp | +65.0% | Yes |
| CME Group → CME | United States | $14.7bn | 0.049% | +0.001 pp | +0.002 pp | +51.0% | 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.