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 Banks4.16%-4.28 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.56%-0.66 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.03%-0.49 ppConsumer Finance0.52%-0.43 ppRegional Banks0.37%-0.42 ppLife & Health Insurance0.47%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.33%-0.19 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.72%
Industry change · 12M
-0.90 pp
Investment Banking & Brokerage · contribution
-0.905 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs → GS | United States | $70.9bn | 0.236% | -0.054 pp | -0.341 pp | -27.8% | No |
| Morgan Stanley → MS | United States | $76.4bn | 0.254% | -0.021 pp | -0.329 pp | -20.1% | No |
| Charles Schwab Corporation → SCHW | United States | $60.5bn | 0.201% | -0.020 pp | -0.207 pp | -15.3% | No |
| Raymond James Financial → RJF | United States | $7.6bn | 0.025% | -0.004 pp | -0.028 pp | -16.5% | 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.