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 Banks2.44%-1.82 ppTransaction & Payment Processing Services0.92%-0.67 ppInvestment Banking & Brokerage0.82%-0.53 ppProperty & Casualty Insurance0.72%-0.35 ppFinancial Exchanges & Data0.83%-0.29 ppConsumer Finance0.42%-0.28 ppRegional Banks0.22%-0.28 ppLife & Health Insurance0.32%-0.26 ppAsset Management & Custody Banks0.35%-0.26 ppInsurance Brokers0.57%-0.19 ppMulti-line Insurance0.14%-0.12 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.82%
Industry change · 12M
-0.53 pp
Investment Banking & Brokerage · contribution
-0.528 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $136.5bn | 0.337% | -0.233 pp | -0.205 pp | -1.6% | No |
| Charles Schwab Corporation → SCHW | United States | $67.9bn | 0.168% | -0.185 pp | -0.158 pp | -23.8% | No |
| Goldman Sachs → GS | United States | $107.7bn | 0.266% | -0.149 pp | -0.138 pp | +2.0% | No |
| Raymond James Financial → RJF | United States | $19.1bn | 0.047% | -0.035 pp | -0.027 pp | -6.8% | 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.