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%+99.31 ppDiversified Banks0.00%-6.59 ppTransaction & Payment Processing Services0.00%-2.09 ppProperty & Casualty Insurance0.00%-1.22 ppInvestment Banking & Brokerage0.00%-1.17 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.91 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.82 ppRegional Banks0.00%-0.59 ppMulti-line Insurance0.00%-0.38 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
-1.17 pp
Investment Banking & Brokerage · contribution
-1.174 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $68.1bn | 0.000% | -0.355 pp | -0.428 pp | -7.9% | No |
| Morgan Stanley → MS | United States | $77.0bn | 0.000% | -0.353 pp | -0.399 pp | +13.0% | No |
| Charles Schwab Corporation → SCHW | United States | $42.7bn | 0.000% | -0.271 pp | -0.307 pp | -21.9% | No |
| Raymond James Financial → RJF | United States | $6.3bn | 0.000% | -0.034 pp | -0.040 pp | -12.2% | 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.