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 Banks4.23%+1.60 ppInvestment Banking & Brokerage1.34%+0.66 ppFinancial Exchanges & Data1.10%+0.58 ppInsurance Brokers0.81%+0.54 ppProperty & Casualty Insurance0.99%+0.51 ppConsumer Finance0.72%+0.34 ppLife & Health Insurance0.58%+0.29 ppTransaction & Payment Processing Services1.62%+0.28 ppAsset Management & Custody Banks0.63%+0.27 ppRegional Banks0.45%+0.21 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
1.34%
Industry change · 12M
+0.66 pp
Investment Banking & Brokerage · contribution
+0.659 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $155.7bn | 0.524% | -0.040 pp | +0.249 pp | +15.4% | No |
| Charles Schwab Corporation → SCHW | United States | $108.6bn | 0.366% | +0.018 pp | +0.201 pp | +30.6% | Yes |
| Goldman Sachs → GS | United States | $111.5bn | 0.375% | -0.035 pp | +0.154 pp | +2.9% | No |
| Raymond James Financial → RJF | United States | $22.8bn | 0.077% | +0.010 pp | +0.055 pp | +35.8% | 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.