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 Banks4.12%-0.55 ppTransaction & Payment Processing Services1.40%-0.22 ppProperty & Casualty Insurance1.16%+0.21 ppConsumer Finance0.66%-0.15 ppFinancial Exchanges & Data1.14%+0.06 ppRegional Banks0.46%-0.05 ppAsset Management & Custody Banks0.62%-0.04 ppMulti-line Insurance0.23%-0.03 ppInsurance Brokers0.78%+0.03 ppLife & Health Insurance0.59%+0.01 ppReinsurance0.05%+0.01 ppInvestment Banking & Brokerage1.42%+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
+0.00 pp
Investment Banking & Brokerage · contribution
+0.003 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Charles Schwab Corporation → SCHW | United States | $100.4bn | 0.353% | -0.008 pp | -0.025 pp | -6.6% | No |
| Goldman Sachs → GS | United States | $118.0bn | 0.415% | -0.029 pp | +0.015 pp | +5.8% | No |
| Morgan Stanley → MS | United States | $162.3bn | 0.571% | +0.037 pp | +0.010 pp | +10.2% | Yes |
| Raymond James Financial → RJF | United States | $23.4bn | 0.082% | -0.003 pp | +0.003 pp | +0.3% | 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.