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%+99.28 ppDiversified Banks0.00%-6.17 ppTransaction & Payment Processing Services0.00%-2.37 ppProperty & Casualty Insurance0.00%-1.23 ppFinancial Exchanges & Data0.00%-1.12 ppInvestment Banking & Brokerage0.00%-1.08 ppConsumer Finance0.00%-0.88 ppAsset Management & Custody Banks0.00%-0.77 ppLife & Health Insurance0.00%-0.74 ppRegional Banks0.00%-0.54 ppMulti-line Insurance0.00%-0.37 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
-1.08 pp
Investment Banking & Brokerage · contribution
-1.082 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $70.5bn | 0.000% | -0.000 pp | -0.398 pp | +2.9% | No |
| Morgan Stanley → MS | United States | $82.4bn | 0.000% | +0.000 pp | -0.373 pp | +29.8% | No |
| Charles Schwab Corporation → SCHW | United States | $45.8bn | 0.000% | -0.000 pp | -0.272 pp | -5.5% | No |
| Raymond James Financial → RJF | United States | $6.9bn | 0.000% | -0.000 pp | -0.039 pp | -1.7% | 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.