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
Transaction & Payment Processing Services1.81%-0.96 ppDiversified Banks4.71%+0.39 ppInvestment Banking & Brokerage1.41%+0.30 ppInsurance Brokers0.68%+0.14 ppProperty & Casualty Insurance0.83%-0.08 ppFinancial Exchanges & Data1.15%+0.07 ppRegional Banks0.45%+0.07 ppAsset Management & Custody Banks0.69%+0.05 ppConsumer Finance0.68%+0.04 ppLife & Health Insurance0.51%-0.02 ppReinsurance0.03%-0.00 ppMulti-line Insurance0.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.15%
Industry change · 12M
+0.07 pp
Financial Exchanges & Data · contribution
+0.073 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $51.9bn | 0.175% | +0.000 pp | +0.031 pp | +54.8% | Yes |
| Moody's Corporation → MCO | United States | $72.6bn | 0.245% | +0.008 pp | +0.020 pp | +39.4% | Yes |
| S&P Global → SPGI | United States | $103.9bn | 0.351% | +0.013 pp | +0.011 pp | +30.6% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $11.3bn | 0.038% | +0.002 pp | +0.009 pp | +60.9% | Yes |
| Cboe Global Markets → CBOE | United States | $13.8bn | 0.046% | +0.001 pp | +0.005 pp | +43.4% | Yes |
| Intercontinental Exchange → ICE | United States | $73.6bn | 0.249% | +0.024 pp | -0.003 pp | +25.3% | Yes |
| CME Group → CME | United States | $14.7bn | 0.050% | +0.005 pp | +0.000 pp | +30.0% | 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.