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 Banks0.00%-6.83 ppTransaction & Payment Processing Services0.00%-1.97 ppInvestment Banking & Brokerage0.00%-1.24 ppProperty & Casualty Insurance0.00%-1.17 ppFinancial Exchanges & Data0.00%-0.97 ppAsset Management & Custody Banks0.00%-0.95 ppConsumer Finance0.00%-0.89 ppLife & Health Insurance0.00%-0.83 ppRegional Banks0.00%-0.63 ppInsurance Brokers0.00%-0.60 ppMulti-line Insurance0.00%-0.34 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.00%
Industry change · 12M
-1.24 pp
Investment Banking & Brokerage · contribution
-1.235 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2020 · 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 | $69.4bn | 0.000% | -0.395 pp | -0.420 pp | +4.4% | No |
| Morgan Stanley → MS | United States | $72.0bn | 0.000% | -0.403 pp | -0.416 pp | +10.3% | No |
| Charles Schwab Corporation → SCHW | United States | $52.4bn | 0.000% | -0.320 pp | -0.355 pp | -10.0% | No |
| Raymond James Financial → RJF | United States | $7.8bn | 0.000% | -0.042 pp | -0.045 pp | +3.0% | 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.