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
Transaction & Payment Processing Services1.81%-0.96 ppDiversified Banks4.71%+0.39 ppInvestment Banking & Brokerage1.41%+0.30 ppInsurance Brokers0.68%+0.14 ppProperty & Casualty Insurance0.83%-0.08 ppFinancial Exchanges & Data1.15%+0.07 ppRegional Banks0.45%+0.07 ppAsset Management & Custody Banks0.69%+0.05 ppConsumer Finance0.68%+0.04 ppLife & Health Insurance0.51%-0.02 ppReinsurance0.03%-0.00 ppMulti-line Insurance0.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.41%
Industry change · 12M
+0.30 pp
Investment Banking & Brokerage · contribution
+0.297 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $170.1bn | 0.575% | -0.062 pp | +0.100 pp | +57.0% | No |
| Goldman Sachs → GS | United States | $127.6bn | 0.431% | -0.035 pp | +0.094 pp | +68.2% | No |
| Charles Schwab Corporation → SCHW | United States | $99.7bn | 0.337% | +0.023 pp | +0.070 pp | +60.3% | Yes |
| Raymond James Financial → RJF | United States | $20.3bn | 0.068% | +0.026 pp | +0.033 pp | +64.2% | 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.