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
Life & Health Insurance0.85%+0.00 ppMulti-line Insurance0.45%+0.00 ppInsurance Brokers0.52%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppAsset Management & Custody Banks1.21%+0.00 ppConsumer Finance0.96%+0.00 ppDiversified Banks8.44%+0.00 ppMulti-Sector Holdings0.00%+0.00 ppFinancial Exchanges & Data0.84%+0.00 ppRegional Banks0.78%+0.00 ppTransaction & Payment Processing Services1.52%+0.00 ppReinsurance0.05%+0.00 ppInvestment Banking & Brokerage1.62%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.62%
Industry change · 12M
+0.00 pp
Investment Banking & Brokerage · contribution
+0.000 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Morgan Stanley → MS | United States | $102.2bn | 0.583% | +0.000 pp | +0.000 pp | +0.0% | No |
| Goldman Sachs → GS | United States | $101.0bn | 0.576% | +0.000 pp | +0.000 pp | +0.0% | No |
| Charles Schwab Corporation → SCHW | United States | $71.5bn | 0.408% | +0.000 pp | +0.000 pp | +0.0% | No |
| Raymond James Financial → RJF | United States | $9.3bn | 0.053% | +0.000 pp | +0.000 pp | +0.0% | 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.