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 Banks6.46%+2.34 ppTransaction & Payment Processing Services2.23%+1.23 ppProperty & Casualty Insurance1.24%+0.60 ppFinancial Exchanges & Data1.05%+0.53 ppConsumer Finance0.87%+0.36 ppInvestment Banking & Brokerage1.10%+0.33 ppInsurance Brokers0.60%+0.30 ppLife & Health Insurance0.77%+0.29 ppAsset Management & Custody Banks0.81%+0.25 ppRegional Banks0.56%+0.18 ppMulti-line Insurance0.38%+0.16 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.10%
Industry change · 12M
+0.33 pp
Investment Banking & Brokerage · contribution
+0.333 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $74.5bn | 0.396% | -0.008 pp | +0.126 pp | -5.8% | No |
| Morgan Stanley → MS | United States | $70.5bn | 0.375% | -0.023 pp | +0.116 pp | -5.8% | No |
| Charles Schwab Corporation → SCHW | United States | $54.7bn | 0.290% | +0.001 pp | +0.079 pp | -13.6% | No |
| Raymond James Financial → RJF | United States | $7.6bn | 0.041% | -0.002 pp | +0.012 pp | -8.9% | 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.