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 Banks4.01%-0.70 ppTransaction & Payment Processing Services1.36%-0.45 ppProperty & Casualty Insurance1.11%+0.28 ppInsurance Brokers0.80%+0.12 ppAsset Management & Custody Banks0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppConsumer Finance0.59%-0.09 ppRegional Banks0.46%+0.02 ppInvestment Banking & Brokerage1.42%+0.01 ppReinsurance0.04%+0.01 ppMulti-line Insurance0.23%+0.01 ppFinancial Exchanges & Data1.16%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.42%
Industry change · 12M
+0.01 pp
Investment Banking & Brokerage · contribution
+0.013 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $157.3bn | 0.534% | +0.010 pp | -0.041 pp | +1.6% | Yes |
| Charles Schwab Corporation → SCHW | United States | $106.4bn | 0.361% | +0.034 pp | +0.024 pp | +7.8% | Yes |
| Raymond James Financial → RJF | United States | $25.1bn | 0.085% | +0.005 pp | +0.017 pp | +20.6% | Yes |
| Goldman Sachs → GS | United States | $130.8bn | 0.444% | +0.037 pp | +0.013 pp | +4.6% | 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.