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
Insurance Brokers99.90%+99.27 ppDiversified Banks0.00%-6.48 ppTransaction & Payment Processing Services0.00%-2.12 ppProperty & Casualty Insurance0.00%-1.27 ppInvestment Banking & Brokerage0.00%-1.15 ppFinancial Exchanges & Data0.00%-1.04 ppConsumer Finance0.00%-0.93 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.83 ppRegional Banks0.00%-0.58 ppMulti-line Insurance0.00%-0.39 ppReinsurance0.00%-0.06 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.00%
Industry change · 12M
-1.15 pp
Investment Banking & Brokerage · contribution
-1.155 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Morgan Stanley → MS | United States | $69.6bn | 0.000% | +0.000 pp | -0.398 pp | +12.0% | No |
| Goldman Sachs → GS | United States | $67.6bn | 0.000% | +0.000 pp | -0.388 pp | +10.3% | No |
| Charles Schwab Corporation → SCHW | United States | $46.2bn | 0.000% | +0.000 pp | -0.323 pp | -12.2% | No |
| Raymond James Financial → RJF | United States | $6.3bn | 0.000% | +0.000 pp | -0.045 pp | -14.6% | 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.