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 Banks2.52%+2.51 ppTransaction & Payment Processing Services1.41%+1.40 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.51%+0.51 ppProperty & Casualty Insurance0.46%+0.46 ppConsumer Finance0.37%+0.37 ppAsset Management & Custody Banks0.34%+0.34 ppLife & Health Insurance0.29%+0.29 ppInsurance Brokers0.27%+0.27 ppRegional Banks0.23%+0.23 ppMulti-line Insurance0.12%+0.12 ppReinsurance0.02%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.68%
Industry change · 12M
+0.68 pp
Investment Banking & Brokerage · contribution
+0.679 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2021 · 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 | $139.4bn | 0.279% | -0.196 pp | +0.278 pp | +75.6% | No |
| Goldman Sachs → GS | United States | $110.5bn | 0.221% | -0.116 pp | +0.221 pp | +62.0% | No |
| Charles Schwab Corporation → SCHW | United States | $79.5bn | 0.159% | -0.108 pp | +0.159 pp | +54.2% | No |
| Raymond James Financial → RJF | United States | $10.7bn | 0.021% | -0.014 pp | +0.021 pp | +42.5% | 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.