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 Services1.52%-0.91 ppDiversified Banks3.79%-0.91 ppInsurance Brokers0.78%+0.20 ppConsumer Finance0.61%-0.17 ppAsset Management & Custody Banks0.55%-0.16 ppInvestment Banking & Brokerage1.34%-0.12 ppProperty & Casualty Insurance0.96%+0.07 ppRegional Banks0.46%+0.04 ppMulti-line Insurance0.22%-0.02 ppLife & Health Insurance0.55%+0.01 ppReinsurance0.04%+0.00 ppFinancial Exchanges & Data1.10%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.34%
Industry change · 12M
-0.12 pp
Investment Banking & Brokerage · contribution
-0.122 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $146.3bn | 0.524% | -0.019 pp | -0.114 pp | -15.8% | Yes |
| Goldman Sachs → GS | United States | $113.6bn | 0.406% | +0.002 pp | -0.060 pp | -17.5% | Yes |
| Raymond James Financial → RJF | United States | $22.5bn | 0.081% | +0.007 pp | +0.038 pp | +13.4% | Yes |
| Charles Schwab Corporation → SCHW | United States | $91.4bn | 0.327% | +0.002 pp | +0.013 pp | -1.6% | 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.