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 Brokers0.56%-99.34 ppDiversified Banks5.28%+5.27 ppTransaction & Payment Processing Services2.57%+2.57 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.03%+1.03 ppProperty & Casualty Insurance0.95%+0.95 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.73%+0.73 ppLife & Health Insurance0.60%+0.60 ppRegional Banks0.48%+0.47 ppMulti-line Insurance0.25%+0.25 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.44%
Industry change · 12M
+1.44 pp
Investment Banking & Brokerage · contribution
+1.442 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $169.2bn | 0.606% | +0.328 pp | +0.606 pp | +110.7% | Yes |
| Goldman Sachs → GS | United States | $126.4bn | 0.453% | +0.232 pp | +0.452 pp | +92.9% | Yes |
| Charles Schwab Corporation → SCHW | United States | $95.2bn | 0.341% | +0.182 pp | +0.341 pp | +108.8% | Yes |
| Raymond James Financial → RJF | United States | $12.1bn | 0.044% | +0.022 pp | +0.043 pp | +94.8% | 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.