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 Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.41%
Industry change · 12M
+0.02 pp
Investment Banking & Brokerage · contribution
+0.020 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $143.7bn | 0.519% | -0.015 pp | -0.046 pp | -10.3% | No |
| Charles Schwab Corporation → SCHW | United States | $107.3bn | 0.387% | +0.023 pp | +0.040 pp | +0.1% | Yes |
| Raymond James Financial → RJF | United States | $23.0bn | 0.083% | -0.001 pp | +0.017 pp | +8.3% | Yes |
| Goldman Sachs → GS | United States | $116.3bn | 0.420% | +0.026 pp | +0.009 pp | -7.9% | 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.