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 Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.15%
Industry change · 12M
-0.03 pp
Financial Exchanges & Data · contribution
-0.025 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $30.1bn | 0.109% | +0.072 pp | +0.071 pp | -11.2% | Yes |
| Moody's Corporation → MCO | United States | $51.0bn | 0.184% | +0.009 pp | -0.048 pp | -28.0% | Yes |
| Intercontinental Exchange → ICE | United States | $57.3bn | 0.207% | +0.008 pp | -0.040 pp | -23.9% | Yes |
| S&P Global → SPGI | United States | $103.2bn | 0.373% | -0.006 pp | +0.028 pp | -28.4% | No |
| MSCI → MSCI | United States | $37.2bn | 0.134% | +0.001 pp | -0.028 pp | -23.3% | Yes |
| CME Group → CME | United States | $11.2bn | 0.040% | -0.006 pp | -0.008 pp | -22.9% | No |
| Cboe Global Markets → CBOE | United States | $13.3bn | 0.048% | -0.001 pp | +0.003 pp | -2.2% | Yes |
| FactSet → FDS | United States | $15.3bn | 0.055% | -0.005 pp | -0.003 pp | -16.7% | 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.