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
Investment Banking & Brokerage1.68%+0.06 ppFinancial Exchanges & Data0.89%+0.05 ppDiversified Banks8.47%+0.03 ppMulti-line Insurance0.43%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppInsurance Brokers0.53%+0.02 ppRegional Banks0.80%+0.02 ppProperty & Casualty Insurance1.20%-0.02 ppAsset Management & Custody Banks1.23%+0.02 ppLife & Health Insurance0.83%-0.02 ppReinsurance0.06%+0.01 ppConsumer Finance0.95%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.68%
Industry change · 12M
+0.06 pp
Investment Banking & Brokerage · contribution
+0.062 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs → GS | United States | $99.9bn | 0.599% | +0.022 pp | +0.022 pp | -1.6% | Yes |
| Charles Schwab Corporation → SCHW | United States | $71.4bn | 0.428% | +0.020 pp | +0.020 pp | -0.4% | Yes |
| Morgan Stanley → MS | United States | $100.4bn | 0.602% | +0.018 pp | +0.018 pp | -0.9% | Yes |
| Raymond James Financial → RJF | United States | $9.0bn | 0.054% | +0.001 pp | +0.001 pp | -3.8% | 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.