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 Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.10%
Industry change · 12M
+0.51 pp
Financial Exchanges & Data · contribution
+0.513 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $94.7bn | 0.318% | -0.043 pp | +0.146 pp | +32.0% | No |
| Moody's Corporation → MCO | United States | $63.8bn | 0.214% | -0.037 pp | +0.095 pp | +29.8% | No |
| Intercontinental Exchange → ICE | United States | $71.4bn | 0.240% | -0.021 pp | +0.092 pp | +16.0% | No |
| MSCI → MSCI | United States | $44.2bn | 0.149% | -0.034 pp | +0.070 pp | +36.5% | No |
| FactSet → FDS | United States | $15.9bn | 0.054% | +0.054 pp | +0.054 pp | +40.8% | Yes |
| CME Group → CME | United States | $15.3bn | 0.051% | +0.002 pp | +0.022 pp | +30.3% | Yes |
| Cboe Global Markets → CBOE | United States | $12.6bn | 0.043% | -0.004 pp | +0.019 pp | +31.2% | No |
| Nasdaq, Inc. → NDAQ | United States | $10.0bn | 0.034% | -0.005 pp | +0.016 pp | +34.1% | No |
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.