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 Banks3.98%-2.62 ppTransaction & Payment Processing Services2.64%+0.29 ppConsumer Finance0.57%-0.27 ppLife & Health Insurance0.49%-0.27 ppAsset Management & Custody Banks0.62%-0.20 ppRegional Banks0.37%-0.19 ppProperty & Casualty Insurance0.95%-0.18 ppInvestment Banking & Brokerage0.95%-0.16 ppMulti-line Insurance0.21%-0.15 ppInsurance Brokers0.54%-0.05 ppFinancial Exchanges & Data1.09%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.95%
Industry change · 12M
-0.16 pp
Investment Banking & Brokerage · contribution
-0.163 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $65.0bn | 0.308% | +0.308 pp | -0.092 pp | -9.3% | Yes |
| Morgan Stanley → MS | United States | $75.9bn | 0.359% | +0.359 pp | -0.037 pp | +7.7% | Yes |
| Charles Schwab Corporation → SCHW | United States | $53.0bn | 0.251% | +0.251 pp | -0.027 pp | +2.8% | Yes |
| Raymond James Financial → RJF | United States | $7.0bn | 0.033% | +0.033 pp | -0.007 pp | -6.6% | 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.