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 Banks4.04%-0.73 ppTransaction & Payment Processing Services1.43%-0.50 ppProperty & Casualty Insurance1.14%+0.21 ppConsumer Finance0.66%-0.10 ppFinancial Exchanges & Data1.19%+0.09 ppInsurance Brokers0.81%+0.08 ppInvestment Banking & Brokerage1.41%-0.06 ppAsset Management & Custody Banks0.62%-0.06 ppLife & Health Insurance0.60%+0.03 ppRegional Banks0.46%-0.01 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.23%-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
-0.06 pp
Investment Banking & Brokerage · contribution
-0.060 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $164.5bn | 0.563% | +0.062 pp | -0.056 pp | -1.6% | Yes |
| Charles Schwab Corporation → SCHW | United States | $99.8bn | 0.341% | -0.023 pp | -0.039 pp | -10.7% | No |
| Goldman Sachs → GS | United States | $123.9bn | 0.424% | +0.007 pp | +0.025 pp | +5.9% | Yes |
| Raymond James Financial → RJF | United States | $24.3bn | 0.083% | -0.007 pp | +0.010 pp | +8.0% | 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.