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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.14%
Industry change · 12M
+0.04 pp
Financial Exchanges & Data · contribution
+0.043 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Nasdaq, Inc. → NDAQ | United States | $26.7bn | 0.091% | -0.018 pp | +0.058 pp | -6.7% | No |
| Intercontinental Exchange → ICE | United States | $58.3bn | 0.199% | -0.008 pp | -0.051 pp | -19.8% | No |
| S&P Global → SPGI | United States | $105.0bn | 0.358% | -0.014 pp | +0.043 pp | -15.1% | No |
| Moody's Corporation → MCO | United States | $56.1bn | 0.191% | +0.007 pp | -0.019 pp | -8.4% | Yes |
| MSCI → MSCI | United States | $44.8bn | 0.153% | +0.018 pp | +0.015 pp | +12.4% | Yes |
| CME Group → CME | United States | $12.8bn | 0.044% | +0.003 pp | -0.010 pp | -15.5% | Yes |
| Cboe Global Markets → CBOE | United States | $14.2bn | 0.048% | +0.000 pp | +0.007 pp | +19.3% | Yes |
| FactSet → FDS | United States | $15.9bn | 0.054% | -0.001 pp | -0.001 pp | -3.6% | 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.