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 Banks6.60%+2.44 ppTransaction & Payment Processing Services2.55%+1.51 ppFinancial Exchanges & Data1.06%+0.52 ppProperty & Casualty Insurance1.12%+0.47 ppInvestment Banking & Brokerage1.16%+0.44 ppConsumer Finance0.85%+0.33 ppLife & Health Insurance0.76%+0.29 ppAsset Management & Custody Banks0.84%+0.28 ppInsurance Brokers0.60%+0.27 ppRegional Banks0.56%+0.19 ppMulti-line Insurance0.35%+0.15 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.16%
Industry change · 12M
+0.44 pp
Investment Banking & Brokerage · contribution
+0.444 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $78.4bn | 0.395% | -0.004 pp | +0.159 pp | +18.5% | No |
| Morgan Stanley → MS | United States | $80.1bn | 0.403% | +0.031 pp | +0.150 pp | +14.7% | Yes |
| Charles Schwab Corporation → SCHW | United States | $63.5bn | 0.320% | +0.048 pp | +0.119 pp | +12.3% | Yes |
| Raymond James Financial → RJF | United States | $8.3bn | 0.042% | +0.002 pp | +0.017 pp | +14.6% | 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.