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 Banks4.26%-1.02 ppTransaction & Payment Processing Services1.59%-0.98 ppInsurance Brokers0.77%+0.21 ppAsset Management & Custody Banks0.61%-0.13 ppProperty & Casualty Insurance1.07%+0.12 ppConsumer Finance0.71%-0.11 ppInvestment Banking & Brokerage1.35%-0.10 ppFinancial Exchanges & Data1.11%+0.09 ppRegional Banks0.50%+0.03 ppLife & Health Insurance0.58%-0.01 ppMulti-line Insurance0.26%+0.01 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.35%
Industry change · 12M
-0.10 pp
Investment Banking & Brokerage · contribution
-0.097 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $150.7bn | 0.543% | -0.018 pp | -0.064 pp | -2.4% | No |
| Goldman Sachs → GS | United States | $112.3bn | 0.404% | +0.004 pp | -0.049 pp | -10.2% | Yes |
| Raymond James Financial → RJF | United States | $20.5bn | 0.074% | -0.005 pp | +0.030 pp | +12.8% | Yes |
| Charles Schwab Corporation → SCHW | United States | $90.3bn | 0.325% | -0.052 pp | -0.016 pp | -4.1% | 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.