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 Banks2.42%-1.54 ppTransaction & Payment Processing Services0.93%-0.57 ppInvestment Banking & Brokerage0.80%-0.51 ppProperty & Casualty Insurance0.70%-0.39 ppFinancial Exchanges & Data0.82%-0.32 ppRegional Banks0.21%-0.26 ppLife & Health Insurance0.34%-0.24 ppInsurance Brokers0.59%-0.22 ppAsset Management & Custody Banks0.36%-0.21 ppConsumer Finance0.43%-0.19 ppMulti-line Insurance0.14%-0.11 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.80%
Industry change · 12M
-0.51 pp
Investment Banking & Brokerage · contribution
-0.506 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $142.6bn | 0.330% | -0.174 pp | -0.188 pp | +16.4% | No |
| Goldman Sachs → GS | United States | $107.2bn | 0.248% | -0.126 pp | -0.149 pp | +11.8% | No |
| Charles Schwab Corporation → SCHW | United States | $73.0bn | 0.169% | -0.061 pp | -0.148 pp | -9.0% | No |
| Raymond James Financial → RJF | United States | $22.0bn | 0.051% | -0.018 pp | -0.022 pp | +17.9% | 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.