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 Banks3.85%+0.45 ppAsset Management & Custody Banks0.76%+0.21 ppProperty & Casualty Insurance1.18%+0.12 ppConsumer Finance0.66%+0.08 ppTransaction & Payment Processing Services1.30%-0.04 ppInvestment Banking & Brokerage1.14%-0.04 ppMulti-line Insurance0.22%+0.03 ppInsurance Brokers0.76%-0.02 ppFinancial Exchanges & Data1.13%-0.01 ppLife & Health Insurance0.49%+0.00 ppRegional Banks0.33%-0.00 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.05%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.14%
Industry change · 12M
-0.04 pp
Investment Banking & Brokerage · contribution
-0.040 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $154.0bn | 0.427% | -0.029 pp | -0.077 pp | +11.6% | Yes |
| Charles Schwab Corporation → SCHW | United States | $93.2bn | 0.259% | -0.006 pp | +0.028 pp | +40.6% | Yes |
| Raymond James Financial → RJF | United States | $26.8bn | 0.074% | +0.005 pp | +0.006 pp | +39.9% | Yes |
| Goldman Sachs → GS | United States | $136.0bn | 0.377% | +0.002 pp | +0.003 pp | +31.7% | 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.