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 Banks3.28%-0.51 ppInvestment Banking & Brokerage1.11%-0.23 ppTransaction & Payment Processing Services1.29%-0.23 ppRegional Banks0.31%-0.16 ppConsumer Finance0.54%-0.07 ppAsset Management & Custody Banks0.49%-0.07 ppLife & Health Insurance0.50%-0.05 ppFinancial Exchanges & Data1.15%+0.05 ppInsurance Brokers0.82%+0.04 ppMulti-line Insurance0.20%-0.02 ppReinsurance0.05%+0.01 ppProperty & Casualty Insurance0.97%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Financial Exchanges & Data
Financial Exchanges & Data · weight
1.15%
Industry change · 12M
+0.05 pp
Financial Exchanges & Data · contribution
+0.047 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $25.8bn | 0.082% | +0.015 pp | +0.047 pp | -10.6% | Yes |
| S&P Global → SPGI | United States | $117.7bn | 0.375% | +0.099 pp | -0.023 pp | +12.1% | Yes |
| Moody's Corporation → MCO | United States | $61.8bn | 0.197% | +0.053 pp | +0.010 pp | +19.5% | Yes |
| Intercontinental Exchange → ICE | United States | $66.1bn | 0.211% | +0.064 pp | +0.009 pp | +18.8% | Yes |
| MSCI → MSCI | United States | $43.0bn | 0.137% | +0.044 pp | +0.008 pp | +22.3% | Yes |
| FactSet → FDS | United States | $16.6bn | 0.053% | +0.017 pp | -0.006 pp | +1.6% | Yes |
| Cboe Global Markets → CBOE | United States | $15.8bn | 0.050% | +0.016 pp | +0.006 pp | +28.9% | Yes |
| CME Group → CME | United States | $13.5bn | 0.043% | +0.014 pp | -0.004 pp | +8.8% | Yes |
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.