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 Banks4.04%-0.73 ppTransaction & Payment Processing Services1.43%-0.50 ppProperty & Casualty Insurance1.14%+0.21 ppConsumer Finance0.66%-0.10 ppFinancial Exchanges & Data1.19%+0.09 ppInsurance Brokers0.81%+0.08 ppInvestment Banking & Brokerage1.41%-0.06 ppAsset Management & Custody Banks0.62%-0.06 ppLife & Health Insurance0.60%+0.03 ppRegional Banks0.46%-0.01 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.23%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.19%
Industry change · 12M
+0.09 pp
Financial Exchanges & Data · contribution
+0.088 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $115.6bn | 0.395% | +0.044 pp | +0.077 pp | -8.9% | Yes |
| Nasdaq, Inc. → NDAQ | United States | $29.6bn | 0.101% | +0.065 pp | +0.068 pp | +2.1% | Yes |
| Intercontinental Exchange → ICE | United States | $60.1bn | 0.206% | +0.016 pp | -0.034 pp | -13.9% | Yes |
| Moody's Corporation → MCO | United States | $59.1bn | 0.202% | +0.030 pp | -0.012 pp | -5.0% | Yes |
| CME Group → CME | United States | $11.8bn | 0.040% | -0.001 pp | -0.011 pp | -19.4% | No |
| MSCI → MSCI | United States | $42.5bn | 0.145% | +0.012 pp | -0.003 pp | +0.1% | Yes |
| Cboe Global Markets → CBOE | United States | $13.0bn | 0.045% | -0.002 pp | +0.002 pp | +5.4% | No |
| FactSet → FDS | United States | $16.2bn | 0.055% | -0.002 pp | +0.002 pp | +1.1% | 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.