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US Industry Classification
What business a listed company is in — and what business it was in then.
22 270 filers · 11 334 live tickers · 23 835 dated classification spans · 441 485 statements · 15 sectors, 90 industries · 2009 to 2026
Free to use, free to redistribute. Built entirely from US government works:
the SIC code the SEC assigns to every filer, and the Census Bureau's bridge to
NAICS. The rollup from those codes to sectors is ZipLime's own, published
under Apache-2.0 in recipe/taxonomy.py.
The pipeline lives in recipe/ at the same revision as the data.
See PIPELINE.md for the method and its limits.
This is not GICS and not ICB
It cannot be. GICS belongs to MSCI and S&P Dow Jones Indices, ICB to FTSE Russell, and neither can be redistributed — which is the whole reason this exists. Nothing licensed from either was used or consulted.
So expect disagreements, and know where they are:
- Alphabet and Meta are Technology here, Communication Services in GICS. The SEC files both under 7370, alongside systems integrators, and nothing in a filing separates an advertising platform from a consultancy.
- Disney is Consumer Cyclical here, Communication Services in GICS. Its assigned code is 7990, amusement and recreation. The code is the SEC's.
- Blank cheque companies get a sector of their own. GICS has no bucket for one. 2 181 filers here have been one, and anyone building a universe wants to drop them by name rather than find them scattered through Financials.
If you have a GICS or ICB licence, the sic column is here to join against.
The point: it is dated
A company's industry is not a constant. 2 320 filers have been reclassified at least once — most often a blank cheque that became an operating company.
import polars as pl
history = pl.read_parquet("data/by_ticker/*.parquet")
history.filter(pl.col("ticker") == "LCID").select(
"valid_from", "valid_to", "sic", "sector", "industry"
)
# 2021-07-27 … 2026-08-04 | 3711 | Consumer Cyclical | Automobiles
Churchill Capital IV was SIC 6770, a blank cheque, until it became Lucid. A dataset that states only today's code calls it a car maker in 2020, and a sector-neutral backtest then shorts the automotive basket against an empty shell.
Getting a sector for a ticker
import polars as pl
live = (
pl.read_parquet("data/by_ticker/*.parquet")
.filter(pl.col("is_current"))
.select("ticker", "cik", "sector_code", "sector", "industry", "sic")
)
is_current marks exactly one row per live symbol: the filer's ticker now,
under the newest code it has been seen under. For a date in the past, filter
on the window instead:
on = pl.date(2015, 6, 30)
history.filter((pl.col("valid_from") <= on) & (on <= pl.col("valid_to")))
Join on cik wherever you have it. It is stable, and it is the key the rest
of this dataset family uses.
Configs
| Config | Rows | What one row is |
|---|---|---|
classification |
22 270 | one filer: the sector it is in now, fully resolved |
by_ticker |
30 820 | one ticker over one window, with the sector it was in then |
spans |
23 835 | one run of filings that all stated the same SIC code |
observations |
441 485 | one dated statement — the evidence the spans are built from |
sic_codes |
444 | one EDGAR SIC code: hierarchy, sector, NAICS bridge, usage |
naics_map |
1 854 | one 1987 SIC to 1997 NAICS pair from the Census concordance |
taxonomy |
90 | one industry of the taxonomy and the SIC ranges it covers |
observations is published so that anyone who disagrees with how the spans
were cut can cut their own. It is the only honest way to ship a judgement.
The taxonomy
Fifteen sectors. Thirteen are what you would expect; three exist because the SEC's universe is not just operating companies.
| Sector | Live filers | Note |
|---|---|---|
| Health Care | 1 426 | includes Managed Health Care — Centene, Cigna, Elevance |
| Industrials | 1 149 | |
| Technology | 1 048 | includes Internet Software & Services |
| Financials | 1 054 | |
| Consumer Cyclical | 766 | |
| Funds & Trusts | 591 | closed-end funds, ETFs, securitisation vehicles |
| Materials | 506 | |
| Shell & Blank Check | 444 | SPACs and non-operating establishments |
| Unclassified | 417 | almost all depositary receipt programmes |
| Real Estate | 336 | |
| Energy | 272 | |
| Consumer Defensive | 267 | |
| Telecom & Media | 220 | |
| Utilities | 182 | |
| Government | — | foreign sovereigns and public administration |
No sector holds more than 17% of the live universe, which is the test the SIC divisions fail: Division D, Manufacturing, is a third of it on its own.
Read the taxonomy without reading Python:
pl.read_parquet("data/taxonomy/*.parquet").select(
"sector", "industry", "sic_ranges"
)
Where it comes from
| Source | What it gives | Rows |
|---|---|---|
| XBRL filing headers, via ZipLime/company-fundamentals | the code the SEC had a filer under, on the day it filed — the only free source of SIC history | 437 619 |
| EDGAR's submissions archive | today's code for filers that never filed XBRL: delisted before 2009, funds, foreign issuers on paper | 3 866 |
| EDGAR's submissions archive, read for forms | what kind of entity a filer with no code is — N-CSR means a registered investment company, F-6 a depositary receipt programme | 1 476 |
| Ticker windows, via ZipLime/security-master | which symbol belonged to which filer, when | 29 584 |
| SEC's published SIC code list | the title of each code and the office that reviews it | 444 |
| Census Bureau 1987 SIC → 1997 NAICS concordance | the NAICS bridge, and the 1987 hierarchy's own titles | 1 854 |
Coverage and honest gaps
- 97.2% of live tickers get an answer. The remainder are dormant filers EDGAR has never classified and whose forms say nothing either.
- Nothing before 2009. XBRL headers begin in 2009 Q2. A company's code in 1998 is in the SGML header of its filings and is not read here.
date_basistells you what the dates are worth.dated(15 565 rows) means a filing stated the code inside that window.undated(12 765) means a code is known for the filer but nothing dates it to that window, so the latest one is applied across it.unknown(2 490) means no code at all.- Two fifths of EDGAR's codes are roll-ups.
2000means all of food,3570all of computer and office equipment.sic_levelsays which you have: 284 of the 444 are real four-digit industries, 118 are three-digit groups, 42 are two-digit major groups. - The NAICS bridge is weak and labelled as such. Only 32.7% of codes
resolve to exactly one 1997 NAICS industry and 71.8% to one NAICS sector.
naics_1997andnaics_sectorare filled only where the answer is unique;naics_candidatessays how many there were. The full crosswalk is innaics_map. - 8731 mixes contract research with research-stage biotech. Charles River and Incyte share a code, and nothing in a filing separates them.
- 51 symbols are current for two filers, 28 of them in different sectors.
Genuine ticker transfers and reuse — Barnes Group handed
Bto Barrick. Each row is right for its own filer; deciding who owns a symbol today is security-master's job. - The classification is the SEC's opinion, not the company's. Assigned codes go stale; the SEC does not re-review them on a schedule.
Provenance and updates
Sources: SEC EDGAR (filing headers via the sibling dataset, and the submissions archive), the SEC's SIC code list, and the US Census Bureau's SIC-to-NAICS concordance — all US Government works in the public domain. The sector taxonomy is ZipLime's own work under Apache-2.0. See NOTICE.
Rebuilt weekly, Monday 09:40 UTC, by a Hugging Face Job
(jobs/run.py) that lints, tests, rebuilds, verifies and only
then publishes.
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