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 Brokers0.54%-99.36 ppDiversified Banks4.94%+4.93 ppTransaction & Payment Processing Services2.63%+2.63 ppInvestment Banking & Brokerage1.43%+1.43 ppFinancial Exchanges & Data1.09%+1.09 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.81%+0.81 ppAsset Management & Custody Banks0.71%+0.70 ppLife & Health Insurance0.55%+0.55 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.23%+0.23 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.43%
Industry change · 12M
+1.43 pp
Investment Banking & Brokerage · contribution
+1.430 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $170.6bn | 0.602% | +0.327 pp | +0.602 pp | +94.4% | Yes |
| Goldman Sachs → GS | United States | $128.9bn | 0.455% | +0.234 pp | +0.455 pp | +95.7% | Yes |
| Charles Schwab Corporation → SCHW | United States | $93.8bn | 0.331% | +0.167 pp | +0.331 pp | +119.1% | Yes |
| Raymond James Financial → RJF | United States | $11.9bn | 0.042% | +0.020 pp | +0.042 pp | +91.7% | 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.