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 Banks4.12%-0.55 ppTransaction & Payment Processing Services1.40%-0.22 ppProperty & Casualty Insurance1.16%+0.21 ppConsumer Finance0.66%-0.15 ppFinancial Exchanges & Data1.14%+0.06 ppRegional Banks0.46%-0.05 ppAsset Management & Custody Banks0.62%-0.04 ppMulti-line Insurance0.23%-0.03 ppInsurance Brokers0.78%+0.03 ppLife & Health Insurance0.59%+0.01 ppReinsurance0.05%+0.01 ppInvestment Banking & Brokerage1.42%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
+0.06 pp
Financial Exchanges & Data · contribution
+0.062 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $103.9bn | 0.365% | -0.004 pp | +0.068 pp | -8.3% | No |
| Nasdaq, Inc. → NDAQ | United States | $27.4bn | 0.096% | -0.018 pp | +0.064 pp | -0.4% | Yes |
| Intercontinental Exchange → ICE | United States | $56.9bn | 0.200% | -0.005 pp | -0.050 pp | -19.4% | No |
| Moody's Corporation → MCO | United States | $53.2bn | 0.187% | +0.001 pp | -0.020 pp | -9.0% | Yes |
| CME Group → CME | United States | $12.4bn | 0.043% | +0.004 pp | -0.011 pp | -17.9% | Yes |
| MSCI → MSCI | United States | $41.8bn | 0.147% | +0.009 pp | +0.005 pp | +5.1% | Yes |
| Cboe Global Markets → CBOE | United States | $13.3bn | 0.047% | +0.001 pp | +0.004 pp | +9.4% | Yes |
| FactSet → FDS | United States | $15.9bn | 0.056% | -0.004 pp | +0.003 pp | +2.9% | 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.