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 Services1.83%-0.94 ppInvestment Banking & Brokerage1.39%+0.21 ppInsurance Brokers0.67%+0.14 ppFinancial Exchanges & Data1.18%+0.12 ppProperty & Casualty Insurance0.85%-0.10 ppRegional Banks0.43%+0.04 ppAsset Management & Custody Banks0.68%+0.03 ppConsumer Finance0.69%+0.03 ppMulti-line Insurance0.23%+0.01 ppDiversified Banks4.45%-0.00 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.51%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.18%
Industry change · 12M
+0.12 pp
Financial Exchanges & Data · contribution
+0.121 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| FactSet → FDS | United States | $18.3bn | 0.059% | +0.059 pp | +0.059 pp | +47.5% | Yes |
| S&P Global → SPGI | United States | $107.6bn | 0.345% | +0.005 pp | +0.042 pp | +44.7% | No |
| Intercontinental Exchange → ICE | United States | $77.1bn | 0.247% | +0.020 pp | -0.015 pp | +19.9% | Yes |
| MSCI → MSCI | United States | $50.5bn | 0.162% | -0.014 pp | +0.012 pp | +38.1% | No |
| Moody's Corporation → MCO | United States | $72.6bn | 0.233% | +0.000 pp | +0.012 pp | +35.6% | No |
| Nasdaq, Inc. → NDAQ | United States | $11.7bn | 0.037% | -0.000 pp | +0.008 pp | +60.1% | Yes |
| Cboe Global Markets → CBOE | United States | $13.9bn | 0.045% | -0.002 pp | +0.004 pp | +42.2% | No |
| CME Group → CME | United States | $15.2bn | 0.049% | +0.004 pp | -0.000 pp | +29.5% | 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.