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 Banks2.42%-1.54 ppTransaction & Payment Processing Services0.93%-0.57 ppInvestment Banking & Brokerage0.80%-0.51 ppProperty & Casualty Insurance0.70%-0.39 ppFinancial Exchanges & Data0.82%-0.32 ppRegional Banks0.21%-0.26 ppLife & Health Insurance0.34%-0.24 ppInsurance Brokers0.59%-0.22 ppAsset Management & Custody Banks0.36%-0.21 ppConsumer Finance0.43%-0.19 ppMulti-line Insurance0.14%-0.11 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.82%
Industry change · 12M
-0.32 pp
Financial Exchanges & Data · contribution
-0.323 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $121.7bn | 0.281% | -0.077 pp | -0.140 pp | +20.1% | No |
| Intercontinental Exchange → ICE | United States | $63.3bn | 0.146% | -0.052 pp | -0.058 pp | +22.1% | No |
| Moody's Corporation → MCO | United States | $63.8bn | 0.148% | -0.044 pp | -0.048 pp | +29.1% | No |
| MSCI → MSCI | United States | $37.6bn | 0.087% | -0.066 pp | -0.043 pp | +15.1% | No |
| CME Group → CME | United States | $12.3bn | 0.029% | -0.015 pp | -0.024 pp | -4.9% | No |
| Nasdaq, Inc. → NDAQ | United States | $24.5bn | 0.057% | -0.035 pp | +0.024 pp | -0.5% | No |
| FactSet → FDS | United States | $15.4bn | 0.036% | -0.019 pp | -0.021 pp | +5.1% | No |
| Cboe Global Markets → CBOE | United States | $14.6bn | 0.034% | -0.015 pp | -0.013 pp | +23.9% | 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.