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 Banks3.83%-4.61 ppInvestment Banking & Brokerage0.69%-0.93 ppAsset Management & Custody Banks0.53%-0.69 ppProperty & Casualty Insurance0.66%-0.56 ppConsumer Finance0.48%-0.48 ppTransaction & Payment Processing Services1.06%-0.47 ppRegional Banks0.33%-0.46 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-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
0.69%
Industry change · 12M
-0.93 pp
Investment Banking & Brokerage · contribution
-0.928 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $62.1bn | 0.222% | -0.048 pp | -0.354 pp | -36.8% | No |
| Morgan Stanley → MS | United States | $68.2bn | 0.244% | -0.015 pp | -0.339 pp | -28.6% | No |
| Charles Schwab Corporation → SCHW | United States | $56.1bn | 0.201% | -0.011 pp | -0.207 pp | -21.4% | No |
| Raymond James Financial → RJF | United States | $7.1bn | 0.025% | -0.003 pp | -0.028 pp | -22.1% | 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.