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 Banks6.68%+2.85 ppTransaction & Payment Processing Services2.49%+1.43 ppFinancial Exchanges & Data1.05%+0.51 ppProperty & Casualty Insurance1.13%+0.47 ppInvestment Banking & Brokerage1.15%+0.45 ppConsumer Finance0.85%+0.37 ppAsset Management & Custody Banks0.83%+0.30 ppInsurance Brokers0.60%+0.29 ppLife & Health Insurance0.74%+0.27 ppRegional Banks0.56%+0.23 ppMulti-line Insurance0.33%+0.14 ppReinsurance0.06%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.15%
Industry change · 12M
+0.45 pp
Investment Banking & Brokerage · contribution
+0.453 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $81.4bn | 0.399% | +0.004 pp | +0.177 pp | +40.5% | No |
| Morgan Stanley → MS | United States | $82.7bn | 0.406% | +0.031 pp | +0.162 pp | +32.7% | Yes |
| Charles Schwab Corporation → SCHW | United States | $61.0bn | 0.299% | +0.009 pp | +0.099 pp | +16.4% | Yes |
| Raymond James Financial → RJF | United States | $8.3bn | 0.041% | +0.000 pp | +0.015 pp | +22.8% | 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.