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 Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.27%
Industry change · 12M
-0.37 pp
Investment Banking & Brokerage · contribution
-0.369 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs → GS | United States | $75.8bn | 0.423% | +0.180 pp | -0.134 pp | -12.3% | Yes |
| Charles Schwab Corporation → SCHW | United States | $61.0bn | 0.340% | +0.132 pp | -0.121 pp | -16.9% | Yes |
| Morgan Stanley → MS | United States | $82.4bn | 0.459% | +0.219 pp | -0.109 pp | -4.1% | Yes |
| Raymond James Financial → RJF | United States | $8.6bn | 0.048% | +0.023 pp | -0.006 pp | +3.6% | Yes |
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.