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 Banks3.94%-1.11 ppTransaction & Payment Processing Services1.45%-0.63 ppAsset Management & Custody Banks0.55%-0.20 ppConsumer Finance0.59%-0.16 ppFinancial Exchanges & Data1.03%-0.16 ppProperty & Casualty Insurance1.04%+0.15 ppInvestment Banking & Brokerage1.37%-0.12 ppInsurance Brokers0.77%+0.08 ppLife & Health Insurance0.61%+0.08 ppMulti-line Insurance0.23%-0.02 ppRegional Banks0.47%+0.01 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.03%
Industry change · 12M
-0.16 pp
Financial Exchanges & Data · contribution
-0.163 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Moody's Corporation → MCO | United States | $48.5bn | 0.172% | -0.023 pp | -0.079 pp | -33.9% | No |
| Intercontinental Exchange → ICE | United States | $53.4bn | 0.189% | -0.006 pp | -0.071 pp | -30.1% | No |
| FactSet → FDS | United States | $16.2bn | 0.057% | +0.001 pp | +0.057 pp | -3.4% | Yes |
| MSCI → MSCI | United States | $37.5bn | 0.133% | -0.000 pp | -0.050 pp | -28.9% | Yes |
| S&P Global → SPGI | United States | $99.0bn | 0.351% | -0.065 pp | -0.010 pp | -31.7% | No |
| CME Group → CME | United States | $11.5bn | 0.041% | -0.005 pp | -0.008 pp | -18.8% | No |
| Nasdaq, Inc. → NDAQ | United States | $10.2bn | 0.036% | +0.002 pp | -0.003 pp | -9.9% | Yes |
| Cboe Global Markets → CBOE | United States | $13.2bn | 0.047% | +0.002 pp | -0.000 pp | -4.1% | 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.