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 Services1.50%-1.13 ppDiversified Banks3.95%-0.98 ppInsurance Brokers0.81%+0.27 ppConsumer Finance0.62%-0.20 ppProperty & Casualty Insurance1.09%+0.20 ppAsset Management & Custody Banks0.57%-0.13 ppInvestment Banking & Brokerage1.30%-0.13 ppFinancial Exchanges & Data1.14%+0.05 ppRegional Banks0.47%+0.05 ppLife & Health Insurance0.58%+0.03 ppMulti-line Insurance0.25%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
+0.05 pp
Financial Exchanges & Data · contribution
+0.050 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $108.4bn | 0.422% | +0.107 pp | +0.091 pp | -17.2% | Yes |
| FactSet → FDS | United States | $14.6bn | 0.057% | +0.001 pp | +0.057 pp | +15.6% | Yes |
| Moody's Corporation → MCO | United States | $50.2bn | 0.195% | -0.015 pp | -0.044 pp | -24.3% | No |
| Intercontinental Exchange → ICE | United States | $52.5bn | 0.204% | -0.046 pp | -0.032 pp | -19.8% | No |
| MSCI → MSCI | United States | $33.4bn | 0.130% | -0.008 pp | -0.025 pp | -22.1% | No |
| CME Group → CME | United States | $13.6bn | 0.053% | -0.000 pp | +0.003 pp | -0.6% | Yes |
| Cboe Global Markets → CBOE | United States | $12.0bn | 0.047% | +0.006 pp | +0.002 pp | -3.4% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $8.4bn | 0.033% | -0.000 pp | -0.001 pp | -12.1% | 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.