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 Banks4.17%-4.27 ppInvestment Banking & Brokerage0.80%-0.82 ppAsset Management & Custody Banks0.54%-0.67 ppProperty & Casualty Insurance0.66%-0.57 ppTransaction & Payment Processing Services0.98%-0.54 ppConsumer Finance0.51%-0.44 ppRegional Banks0.38%-0.40 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.31 ppMulti-line Insurance0.19%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.80%
Industry change · 12M
-0.82 pp
Investment Banking & Brokerage · contribution
-0.825 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $79.7bn | 0.270% | -0.252 pp | -0.313 pp | -17.8% | No |
| Goldman Sachs → GS | United States | $85.1bn | 0.288% | -0.235 pp | -0.288 pp | -15.1% | No |
| Charles Schwab Corporation → SCHW | United States | $62.5bn | 0.212% | -0.190 pp | -0.196 pp | -12.8% | No |
| Raymond James Financial → RJF | United States | $7.5bn | 0.025% | -0.027 pp | -0.028 pp | -19.7% | 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.