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 Banks4.67%+2.15 ppInvestment Banking & Brokerage1.42%+0.74 ppFinancial Exchanges & Data1.08%+0.57 ppInsurance Brokers0.76%+0.49 ppProperty & Casualty Insurance0.95%+0.49 ppConsumer Finance0.81%+0.44 ppAsset Management & Custody Banks0.65%+0.32 ppLife & Health Insurance0.58%+0.29 ppRegional Banks0.51%+0.27 ppTransaction & Payment Processing Services1.62%+0.22 ppMulti-line Insurance0.26%+0.14 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.42%
Industry change · 12M
+0.74 pp
Investment Banking & Brokerage · contribution
+0.737 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2022 · 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 | $161.6bn | 0.561% | -0.014 pp | +0.282 pp | +21.1% | No |
| Charles Schwab Corporation → SCHW | United States | $108.8bn | 0.378% | +0.041 pp | +0.219 pp | +38.1% | Yes |
| Goldman Sachs → GS | United States | $115.3bn | 0.400% | -0.031 pp | +0.179 pp | +8.7% | No |
| Raymond James Financial → RJF | United States | $22.8bn | 0.079% | +0.011 pp | +0.058 pp | +42.6% | 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.