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 Banks4.23%+1.60 ppInvestment Banking & Brokerage1.34%+0.66 ppFinancial Exchanges & Data1.10%+0.58 ppInsurance Brokers0.81%+0.54 ppProperty & Casualty Insurance0.99%+0.51 ppConsumer Finance0.72%+0.34 ppLife & Health Insurance0.58%+0.29 ppTransaction & Payment Processing Services1.62%+0.28 ppAsset Management & Custody Banks0.63%+0.27 ppRegional Banks0.45%+0.21 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
1.10%
Industry change · 12M
+0.58 pp
Financial Exchanges & Data · contribution
+0.575 pp
Company participation
38%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $93.6bn | 0.315% | -0.030 pp | +0.158 pp | +17.1% | No |
| Intercontinental Exchange → ICE | United States | $74.2bn | 0.250% | +0.003 pp | +0.127 pp | +19.6% | Yes |
| Moody's Corporation → MCO | United States | $62.5bn | 0.210% | -0.022 pp | +0.101 pp | +13.8% | No |
| MSCI → MSCI | United States | $40.9bn | 0.138% | -0.024 pp | +0.070 pp | +20.8% | No |
| FactSet → FDS | United States | $16.4bn | 0.055% | -0.003 pp | +0.055 pp | +41.9% | Yes |
| CME Group → CME | United States | $15.9bn | 0.053% | +0.005 pp | +0.027 pp | +20.2% | Yes |
| Cboe Global Markets → CBOE | United States | $12.2bn | 0.041% | -0.003 pp | +0.020 pp | +17.7% | No |
| Nasdaq, Inc. → NDAQ | United States | $9.8bn | 0.033% | -0.005 pp | +0.017 pp | +22.3% | 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.