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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.50%
Industry change · 12M
-0.12 pp
Investment Banking & Brokerage · contribution
-0.121 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $89.5bn | 0.522% | -0.046 pp | -0.061 pp | -9.6% | No |
| Goldman Sachs → GS | United States | $89.7bn | 0.523% | -0.033 pp | -0.053 pp | -10.8% | No |
| Charles Schwab Corporation → SCHW | United States | $68.9bn | 0.402% | -0.059 pp | -0.006 pp | -3.9% | No |
| Raymond James Financial → RJF | United States | $8.9bn | 0.052% | -0.002 pp | -0.001 pp | -4.4% | 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.