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 Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.06%
Industry change · 12M
+0.01 pp
Financial Exchanges & Data · contribution
+0.013 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| FactSet → FDS | United States | $15.3bn | 0.055% | +0.002 pp | +0.055 pp | +21.0% | Yes |
| MSCI → MSCI | United States | $34.2bn | 0.124% | -0.025 pp | -0.022 pp | -12.7% | No |
| S&P Global → SPGI | United States | $85.9bn | 0.311% | -0.008 pp | -0.012 pp | -2.8% | No |
| Moody's Corporation → MCO | United States | $58.6bn | 0.212% | -0.003 pp | -0.010 pp | -2.4% | No |
| Intercontinental Exchange → ICE | United States | $65.1bn | 0.235% | -0.005 pp | -0.005 pp | -0.5% | No |
| CME Group → CME | United States | $14.6bn | 0.053% | +0.001 pp | +0.004 pp | +12.1% | Yes |
| Cboe Global Markets → CBOE | United States | $12.0bn | 0.043% | +0.001 pp | +0.003 pp | +9.9% | No |
| Nasdaq, Inc. → NDAQ | United States | $8.6bn | 0.031% | -0.002 pp | -0.001 pp | -1.4% | 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.