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 Banks4.36%-4.09 ppInvestment Banking & Brokerage0.82%-0.80 ppAsset Management & Custody Banks0.59%-0.62 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.00%-0.52 ppConsumer Finance0.52%-0.43 ppRegional Banks0.41%-0.38 ppLife & Health Insurance0.48%-0.37 ppFinancial Exchanges & Data0.55%-0.29 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.29%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.82%
Industry change · 12M
-0.80 pp
Investment Banking & Brokerage · contribution
-0.805 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $85.2bn | 0.275% | -0.264 pp | -0.308 pp | -12.7% | No |
| Goldman Sachs → GS | United States | $89.8bn | 0.290% | -0.228 pp | -0.287 pp | -10.4% | No |
| Charles Schwab Corporation → SCHW | United States | $68.6bn | 0.221% | -0.234 pp | -0.186 pp | -4.2% | No |
| Raymond James Financial → RJF | United States | $9.0bn | 0.029% | -0.028 pp | -0.024 pp | -2.9% | 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.