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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 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
0.72%
Industry change · 12M
-0.90 pp
Investment Banking & Brokerage · contribution
-0.904 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $72.8bn | 0.240% | -0.030 pp | -0.343 pp | -23.3% | No |
| Goldman Sachs → GS | United States | $73.7bn | 0.243% | -0.046 pp | -0.333 pp | -25.1% | No |
| Charles Schwab Corporation → SCHW | United States | $63.2bn | 0.208% | -0.003 pp | -0.200 pp | -11.5% | No |
| Raymond James Financial → RJF | United States | $7.7bn | 0.025% | +0.000 pp | -0.028 pp | -15.3% | 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.