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 Banks3.78%-1.24 ppTransaction & Payment Processing Services1.49%-0.89 ppConsumer Finance0.59%-0.23 ppInsurance Brokers0.81%+0.15 ppAsset Management & Custody Banks0.55%-0.14 ppProperty & Casualty Insurance1.02%+0.13 ppInvestment Banking & Brokerage1.37%-0.07 ppFinancial Exchanges & Data1.08%-0.03 ppMulti-line Insurance0.22%-0.03 ppLife & Health Insurance0.56%+0.02 ppRegional Banks0.48%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.08%
Industry change · 12M
-0.03 pp
Financial Exchanges & Data · contribution
-0.028 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $15.2bn | 0.060% | +0.003 pp | +0.060 pp | +2.2% | Yes |
| Moody's Corporation → MCO | United States | $44.6bn | 0.175% | -0.020 pp | -0.057 pp | -31.0% | No |
| MSCI → MSCI | United States | $34.0bn | 0.133% | +0.003 pp | -0.043 pp | -30.1% | Yes |
| S&P Global → SPGI | United States | $96.3bn | 0.379% | -0.043 pp | +0.038 pp | -27.5% | No |
| Intercontinental Exchange → ICE | United States | $50.5bn | 0.198% | -0.006 pp | -0.029 pp | -20.3% | No |
| Cboe Global Markets → CBOE | United States | $12.4bn | 0.049% | +0.002 pp | +0.003 pp | -3.7% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $9.3bn | 0.036% | +0.004 pp | -0.001 pp | -10.7% | Yes |
| CME Group → CME | United States | $11.8bn | 0.046% | -0.007 pp | +0.001 pp | -5.4% | 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.