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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.83%
Industry change · 12M
-0.45 pp
Investment Banking & Brokerage · contribution
-0.449 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $152.9bn | 0.333% | -0.178 pp | -0.173 pp | +12.5% | No |
| Goldman Sachs → GS | United States | $118.3bn | 0.258% | -0.131 pp | -0.136 pp | +9.9% | No |
| Charles Schwab Corporation → SCHW | United States | $85.2bn | 0.186% | -0.042 pp | -0.120 pp | -2.9% | No |
| Raymond James Financial → RJF | United States | $23.3bn | 0.051% | -0.015 pp | -0.020 pp | +13.6% | 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.