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 Banks4.67%+2.15 ppInvestment Banking & Brokerage1.42%+0.74 ppFinancial Exchanges & Data1.08%+0.57 ppInsurance Brokers0.76%+0.49 ppProperty & Casualty Insurance0.95%+0.49 ppConsumer Finance0.81%+0.44 ppAsset Management & Custody Banks0.65%+0.32 ppLife & Health Insurance0.58%+0.29 ppRegional Banks0.51%+0.27 ppTransaction & Payment Processing Services1.62%+0.22 ppMulti-line Insurance0.26%+0.14 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.08%
Industry change · 12M
+0.57 pp
Financial Exchanges & Data · contribution
+0.571 pp
Company participation
38%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $85.7bn | 0.297% | -0.054 pp | +0.147 pp | +14.9% | No |
| Intercontinental Exchange → ICE | United States | $72.0bn | 0.250% | +0.001 pp | +0.126 pp | +17.4% | Yes |
| Moody's Corporation → MCO | United States | $59.6bn | 0.207% | -0.038 pp | +0.104 pp | +18.0% | No |
| MSCI → MSCI | United States | $40.8bn | 0.141% | -0.034 pp | +0.073 pp | +21.9% | No |
| FactSet → FDS | United States | $15.3bn | 0.053% | +0.053 pp | +0.053 pp | +34.8% | Yes |
| CME Group → CME | United States | $15.8bn | 0.055% | +0.005 pp | +0.028 pp | +22.2% | Yes |
| Cboe Global Markets → CBOE | United States | $12.5bn | 0.043% | -0.003 pp | +0.022 pp | +20.4% | No |
| Nasdaq, Inc. → NDAQ | United States | $9.4bn | 0.033% | -0.006 pp | +0.017 pp | +25.3% | 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.