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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
0.79%
Industry change · 12M
-0.34 pp
Financial Exchanges & Data · contribution
-0.336 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $118.8bn | 0.259% | -0.113 pp | -0.158 pp | +5.7% | No |
| Intercontinental Exchange → ICE | United States | $64.3bn | 0.140% | -0.066 pp | -0.056 pp | +14.3% | No |
| Moody's Corporation → MCO | United States | $64.7bn | 0.141% | -0.053 pp | -0.055 pp | +14.8% | No |
| MSCI → MSCI | United States | $43.3bn | 0.094% | -0.036 pp | -0.039 pp | +15.1% | No |
| FactSet → FDS | United States | $16.6bn | 0.036% | -0.017 pp | -0.020 pp | +2.1% | No |
| Nasdaq, Inc. → NDAQ | United States | $24.8bn | 0.054% | -0.037 pp | +0.020 pp | -15.1% | No |
| CME Group → CME | United States | $13.3bn | 0.029% | -0.013 pp | -0.017 pp | +4.8% | No |
| Cboe Global Markets → CBOE | United States | $14.7bn | 0.032% | -0.018 pp | -0.013 pp | +15.0% | 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.