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 Brokers0.66%-99.24 ppDiversified Banks5.02%+5.01 ppTransaction & Payment Processing Services2.39%+2.38 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.54%+0.54 ppRegional Banks0.46%+0.46 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
+1.444 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $177.5bn | 0.623% | +0.021 pp | +0.623 pp | +106.2% | Yes |
| Goldman Sachs → GS | United States | $127.4bn | 0.447% | -0.008 pp | +0.447 pp | +91.4% | No |
| Charles Schwab Corporation → SCHW | United States | $93.9bn | 0.330% | -0.002 pp | +0.329 pp | +103.5% | Yes |
| Raymond James Financial → RJF | United States | $12.7bn | 0.044% | +0.002 pp | +0.044 pp | +92.7% | 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.