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 Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.27%
Industry change · 12M
-0.08 pp
Investment Banking & Brokerage · contribution
-0.077 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs → GS | United States | $103.2bn | 0.373% | -0.026 pp | -0.063 pp | -10.6% | No |
| Raymond James Financial → RJF | United States | $20.2bn | 0.073% | -0.000 pp | +0.030 pp | +13.2% | Yes |
| Morgan Stanley → MS | United States | $143.6bn | 0.519% | -0.100 pp | -0.024 pp | +0.6% | No |
| Charles Schwab Corporation → SCHW | United States | $85.5bn | 0.309% | -0.071 pp | -0.020 pp | -4.9% | No |
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.