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
Investment Banking & Brokerage1.35%+0.34 ppFinancial Exchanges & Data1.05%-0.17 ppDiversified Banks5.07%+0.16 ppConsumer Finance0.79%+0.15 ppTransaction & Payment Processing Services2.68%-0.10 ppRegional Banks0.46%+0.07 ppProperty & Casualty Insurance0.95%-0.06 ppMulti-line Insurance0.24%+0.02 ppInsurance Brokers0.56%-0.02 ppLife & Health Insurance0.58%+0.00 ppAsset Management & Custody Banks0.71%+0.00 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.35%
Industry change · 12M
+0.34 pp
Investment Banking & Brokerage · contribution
+0.338 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $149.7bn | 0.543% | +0.252 pp | +0.190 pp | +114.4% | Yes |
| Goldman Sachs → GS | United States | $120.5bn | 0.437% | +0.213 pp | +0.082 pp | +94.1% | Yes |
| Charles Schwab Corporation → SCHW | United States | $90.7bn | 0.329% | +0.170 pp | +0.057 pp | +90.0% | Yes |
| Raymond James Financial → RJF | United States | $12.0bn | 0.044% | +0.022 pp | +0.009 pp | +102.0% | 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.