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 Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.17%
Industry change · 12M
-0.32 pp
Investment Banking & Brokerage · contribution
-0.324 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $75.0bn | 0.399% | -0.060 pp | -0.123 pp | -9.4% | No |
| Charles Schwab Corporation → SCHW | United States | $57.7bn | 0.307% | -0.033 pp | -0.095 pp | -14.3% | No |
| Goldman Sachs → GS | United States | $80.5bn | 0.429% | +0.006 pp | -0.095 pp | -5.8% | Yes |
| Raymond James Financial → RJF | United States | $7.6bn | 0.040% | -0.008 pp | -0.012 pp | -10.5% | 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.