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%-99.35 ppDiversified Banks4.61%+4.60 ppTransaction & Payment Processing Services2.56%+2.56 ppInvestment Banking & Brokerage1.39%+1.39 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.87%+0.87 ppConsumer Finance0.80%+0.80 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.53%+0.52 ppRegional Banks0.39%+0.39 ppMulti-line Insurance0.22%+0.22 ppReinsurance0.03%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.39%
Industry change · 12M
+1.39 pp
Investment Banking & Brokerage · contribution
+1.389 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $178.6bn | 0.612% | +0.070 pp | +0.612 pp | +101.1% | Yes |
| Goldman Sachs → GS | United States | $127.4bn | 0.437% | +0.000 pp | +0.436 pp | +93.0% | Yes |
| Charles Schwab Corporation → SCHW | United States | $87.6bn | 0.300% | -0.029 pp | +0.300 pp | +108.1% | Yes |
| Raymond James Financial → RJF | United States | $11.9bn | 0.041% | -0.003 pp | +0.041 pp | +89.2% | 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.