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 Banks4.12%-4.32 ppInvestment Banking & Brokerage0.77%-0.85 ppAsset Management & Custody Banks0.57%-0.65 ppProperty & Casualty Insurance0.65%-0.58 ppTransaction & Payment Processing Services0.99%-0.53 ppConsumer Finance0.51%-0.45 ppRegional Banks0.38%-0.41 ppLife & Health Insurance0.48%-0.36 ppFinancial Exchanges & Data0.52%-0.32 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.30%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.77%
Industry change · 12M
-0.85 pp
Investment Banking & Brokerage · contribution
-0.852 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $81.3bn | 0.259% | -0.250 pp | -0.324 pp | -16.8% | No |
| Goldman Sachs → GS | United States | $84.7bn | 0.270% | -0.236 pp | -0.307 pp | -15.5% | No |
| Charles Schwab Corporation → SCHW | United States | $66.4bn | 0.212% | -0.207 pp | -0.196 pp | -7.3% | No |
| Raymond James Financial → RJF | United States | $9.0bn | 0.029% | -0.024 pp | -0.024 pp | -3.6% | 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.