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 Banks3.48%-0.52 ppTransaction & Payment Processing Services1.38%-0.22 ppConsumer Finance0.57%-0.16 ppRegional Banks0.33%-0.10 ppInvestment Banking & Brokerage1.19%-0.08 ppFinancial Exchanges & Data1.14%+0.07 ppLife & Health Insurance0.51%-0.07 ppMulti-line Insurance0.20%-0.07 ppProperty & Casualty Insurance1.06%+0.05 ppAsset Management & Custody Banks0.52%-0.05 ppInsurance Brokers0.82%+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
+0.07 pp
Financial Exchanges & Data · contribution
+0.074 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $110.0bn | 0.372% | -0.024 pp | +0.061 pp | -2.8% | No |
| Nasdaq, Inc. → NDAQ | United States | $27.1bn | 0.091% | -0.010 pp | +0.060 pp | +7.0% | No |
| Intercontinental Exchange → ICE | United States | $60.9bn | 0.206% | +0.000 pp | -0.030 pp | -4.5% | Yes |
| Moody's Corporation → MCO | United States | $57.5bn | 0.194% | -0.008 pp | -0.018 pp | -0.1% | Yes |
| CME Group → CME | United States | $12.4bn | 0.042% | +0.002 pp | -0.011 pp | -11.1% | Yes |
| MSCI → MSCI | United States | $38.6bn | 0.130% | -0.015 pp | +0.007 pp | +15.7% | No |
| Cboe Global Markets → CBOE | United States | $14.8bn | 0.050% | +0.005 pp | +0.007 pp | +25.7% | Yes |
| FactSet → FDS | United States | $15.8bn | 0.053% | -0.002 pp | -0.002 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.