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 Banks2.67%+0.24 ppAsset Management & Custody Banks0.50%+0.14 ppProperty & Casualty Insurance0.82%+0.10 ppTransaction & Payment Processing Services0.83%-0.09 ppFinancial Exchanges & Data0.76%-0.07 ppInsurance Brokers0.52%-0.06 ppConsumer Finance0.46%+0.04 ppMulti-line Insurance0.15%+0.01 ppRegional Banks0.23%+0.01 ppLife & Health Insurance0.33%+0.01 ppInvestment Banking & Brokerage0.81%-0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
0.81%
Industry change · 12M
-0.00 pp
Investment Banking & Brokerage · contribution
-0.004 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $159.0bn | 0.304% | -0.099 pp | -0.033 pp | +24.6% | No |
| Goldman Sachs → GS | United States | $147.2bn | 0.281% | -0.082 pp | +0.015 pp | +45.2% | No |
| Charles Schwab Corporation → SCHW | United States | $94.4bn | 0.181% | -0.066 pp | +0.013 pp | +41.3% | No |
| Raymond James Financial → RJF | United States | $25.4bn | 0.049% | -0.023 pp | +0.001 pp | +38.0% | 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.