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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.18%
Industry change · 12M
-0.16 pp
Investment Banking & Brokerage · contribution
-0.165 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $67.5bn | 0.230% | -0.157 pp | -0.135 pp | -37.1% | No |
| Morgan Stanley → MS | United States | $147.7bn | 0.504% | -0.015 pp | -0.020 pp | +4.1% | No |
| Raymond James Financial → RJF | United States | $20.1bn | 0.069% | -0.014 pp | -0.008 pp | -13.5% | No |
| Goldman Sachs → GS | United States | $109.7bn | 0.374% | -0.045 pp | -0.001 pp | +1.8% | 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.