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 Banks6.17%+1.82 ppTransaction & Payment Processing Services2.37%+1.37 ppProperty & Casualty Insurance1.23%+0.58 ppFinancial Exchanges & Data1.13%+0.57 ppConsumer Finance0.88%+0.36 ppInsurance Brokers0.62%+0.32 ppInvestment Banking & Brokerage1.08%+0.27 ppLife & Health Insurance0.74%+0.26 ppAsset Management & Custody Banks0.77%+0.18 ppMulti-line Insurance0.37%+0.14 ppRegional Banks0.54%+0.13 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.08%
Industry change · 12M
+0.27 pp
Investment Banking & Brokerage · contribution
+0.268 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $73.3bn | 0.399% | +0.010 pp | +0.109 pp | -12.6% | No |
| Morgan Stanley → MS | United States | $68.6bn | 0.373% | -0.026 pp | +0.098 pp | -12.6% | No |
| Charles Schwab Corporation → SCHW | United States | $50.0bn | 0.272% | -0.051 pp | +0.051 pp | -23.5% | No |
| Raymond James Financial → RJF | United States | $7.3bn | 0.040% | -0.006 pp | +0.010 pp | -14.2% | 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.