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 Services1.51%-1.05 ppDiversified Banks3.72%-0.89 ppInsurance Brokers0.76%+0.21 ppConsumer Finance0.60%-0.21 ppAsset Management & Custody Banks0.55%-0.13 ppInvestment Banking & Brokerage1.28%-0.11 ppRegional Banks0.45%+0.06 ppProperty & Casualty Insurance0.90%+0.04 ppFinancial Exchanges & Data1.12%+0.02 ppMulti-line Insurance0.22%+0.00 ppReinsurance0.04%+0.00 ppLife & Health Insurance0.52%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.12%
Industry change · 12M
+0.02 pp
Financial Exchanges & Data · contribution
+0.020 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $121.2bn | 0.417% | +0.106 pp | +0.081 pp | -11.4% | Yes |
| FactSet → FDS | United States | $16.3bn | 0.056% | +0.001 pp | +0.056 pp | +21.3% | Yes |
| Moody's Corporation → MCO | United States | $56.9bn | 0.196% | -0.016 pp | -0.044 pp | -16.8% | No |
| Intercontinental Exchange → ICE | United States | $56.9bn | 0.196% | -0.040 pp | -0.036 pp | -13.9% | No |
| MSCI → MSCI | United States | $38.7bn | 0.133% | +0.010 pp | -0.035 pp | -18.6% | Yes |
| CME Group → CME | United States | $13.3bn | 0.046% | -0.007 pp | -0.003 pp | -2.9% | No |
| Cboe Global Markets → CBOE | United States | $13.1bn | 0.045% | +0.002 pp | +0.002 pp | +5.8% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $9.9bn | 0.034% | +0.003 pp | -0.001 pp | -1.9% | 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.