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%-0.44 ppInvestment Banking & Brokerage1.08%-0.34 ppRegional Banks0.32%-0.15 ppAsset Management & Custody Banks0.75%+0.13 ppLife & Health Insurance0.48%-0.11 ppTransaction & Payment Processing Services1.29%-0.11 ppInsurance Brokers0.77%-0.02 ppFinancial Exchanges & Data1.16%+0.02 ppMulti-line Insurance0.22%-0.02 ppProperty & Casualty Insurance1.14%-0.01 ppReinsurance0.05%-0.01 ppConsumer Finance0.65%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.08%
Industry change · 12M
-0.34 pp
Investment Banking & Brokerage · contribution
-0.336 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $140.7bn | 0.403% | -0.003 pp | -0.167 pp | -7.2% | No |
| Charles Schwab Corporation → SCHW | United States | $86.1bn | 0.247% | +0.000 pp | -0.106 pp | -12.8% | Yes |
| Goldman Sachs → GS | United States | $126.7bn | 0.363% | +0.016 pp | -0.052 pp | +15.0% | Yes |
| Raymond James Financial → RJF | United States | $25.2bn | 0.072% | +0.004 pp | -0.010 pp | +12.8% | 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.