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
Diversified Banks5.05%+1.07 ppTransaction & Payment Processing Services2.08%-0.56 ppInvestment Banking & Brokerage1.49%+0.54 ppConsumer Finance0.76%+0.18 ppInsurance Brokers0.69%+0.15 ppAsset Management & Custody Banks0.75%+0.13 ppFinancial Exchanges & Data1.19%+0.10 ppRegional Banks0.46%+0.09 ppProperty & Casualty Insurance0.89%-0.06 ppLife & Health Insurance0.53%+0.04 ppMulti-line Insurance0.25%+0.04 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.49%
Industry change · 12M
+0.54 pp
Investment Banking & Brokerage · contribution
+0.539 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $187.5bn | 0.626% | +0.014 pp | +0.267 pp | +118.5% | Yes |
| Goldman Sachs → GS | United States | $139.3bn | 0.465% | +0.029 pp | +0.157 pp | +122.5% | Yes |
| Charles Schwab Corporation → SCHW | United States | $105.7bn | 0.353% | +0.053 pp | +0.102 pp | +102.0% | Yes |
| Raymond James Financial → RJF | United States | $13.5bn | 0.045% | +0.005 pp | +0.012 pp | +96.0% | 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.