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 Banks7.68%-0.76 ppTransaction & Payment Processing Services1.74%+0.22 ppFinancial Exchanges & Data1.01%+0.17 ppInvestment Banking & Brokerage1.49%-0.13 ppProperty & Casualty Insurance1.14%-0.08 ppAsset Management & Custody Banks1.14%-0.07 ppRegional Banks0.73%-0.05 ppMulti-line Insurance0.42%-0.04 ppConsumer Finance0.94%-0.02 ppInsurance Brokers0.53%+0.01 ppLife & Health Insurance0.86%+0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.49%
Industry change · 12M
-0.13 pp
Investment Banking & Brokerage · contribution
-0.135 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $83.9bn | 0.509% | -0.084 pp | -0.074 pp | -15.8% | No |
| Goldman Sachs → GS | United States | $83.3bn | 0.505% | -0.082 pp | -0.071 pp | -17.1% | No |
| Charles Schwab Corporation → SCHW | United States | $68.9bn | 0.418% | -0.013 pp | +0.010 pp | -3.9% | No |
| Raymond James Financial → RJF | United States | $8.7bn | 0.053% | -0.001 pp | -0.000 pp | -6.7% | 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.