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 Banks3.42%-0.59 ppInvestment Banking & Brokerage1.07%-0.36 ppRegional Banks0.30%-0.16 ppAsset Management & Custody Banks0.73%+0.14 ppLife & Health Insurance0.50%-0.11 ppTransaction & Payment Processing Services1.26%-0.09 ppFinancial Exchanges & Data1.19%+0.03 ppConsumer Finance0.56%-0.03 ppInsurance Brokers0.82%+0.03 ppProperty & Casualty Insurance1.09%-0.01 ppReinsurance0.06%+0.01 ppMulti-line Insurance0.22%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.07%
Industry change · 12M
-0.36 pp
Investment Banking & Brokerage · contribution
-0.356 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $130.2bn | 0.406% | -0.044 pp | -0.128 pp | -11.4% | Yes |
| Charles Schwab Corporation → SCHW | United States | $79.0bn | 0.246% | +0.003 pp | -0.115 pp | -24.5% | Yes |
| Goldman Sachs → GS | United States | $111.4bn | 0.347% | +0.003 pp | -0.097 pp | -8.7% | Yes |
| Raymond James Financial → RJF | United States | $21.9bn | 0.068% | -0.001 pp | -0.017 pp | -8.5% | Yes |
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.