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 Banks4.01%-0.70 ppTransaction & Payment Processing Services1.36%-0.45 ppProperty & Casualty Insurance1.11%+0.28 ppInsurance Brokers0.80%+0.12 ppAsset Management & Custody Banks0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppConsumer Finance0.59%-0.09 ppRegional Banks0.46%+0.02 ppInvestment Banking & Brokerage1.42%+0.01 ppReinsurance0.04%+0.01 ppMulti-line Insurance0.23%+0.01 ppFinancial Exchanges & Data1.16%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.16%
Industry change · 12M
+0.00 pp
Financial Exchanges & Data · contribution
+0.002 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Nasdaq, Inc. → NDAQ | United States | $33.6bn | 0.114% | +0.079 pp | +0.076 pp | +2.4% | Yes |
| Moody's Corporation → MCO | United States | $54.6bn | 0.185% | -0.001 pp | -0.060 pp | -22.9% | Yes |
| FactSet → FDS | United States | $17.6bn | 0.060% | +0.001 pp | +0.060 pp | -0.7% | Yes |
| Intercontinental Exchange → ICE | United States | $60.5bn | 0.205% | +0.004 pp | -0.044 pp | -16.1% | Yes |
| MSCI → MSCI | United States | $40.6bn | 0.138% | +0.008 pp | -0.038 pp | -18.5% | Yes |
| S&P Global → SPGI | United States | $108.7bn | 0.369% | -0.029 pp | +0.018 pp | -21.9% | No |
| CME Group → CME | United States | $11.8bn | 0.040% | -0.007 pp | -0.010 pp | -17.3% | No |
| Cboe Global Markets → CBOE | United States | $13.5bn | 0.046% | +0.001 pp | -0.001 pp | +0.0% | 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.