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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.11%
Industry change · 12M
-0.30 pp
Investment Banking & Brokerage · contribution
-0.304 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $143.2bn | 0.426% | +0.027 pp | -0.137 pp | -6.7% | No |
| Charles Schwab Corporation → SCHW | United States | $81.1bn | 0.241% | +0.013 pp | -0.100 pp | -17.4% | No |
| Goldman Sachs → GS | United States | $125.2bn | 0.372% | +0.032 pp | -0.052 pp | +8.3% | Yes |
| Raymond James Financial → RJF | United States | $23.0bn | 0.068% | +0.001 pp | -0.015 pp | -0.6% | 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.