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
Asset Management & Custody Banks0.95%+0.46 ppDiversified Banks3.58%+0.30 ppProperty & Casualty Insurance1.17%+0.20 ppTransaction & Payment Processing Services1.14%-0.16 ppConsumer Finance0.63%+0.09 ppInsurance Brokers0.75%-0.07 ppInvestment Banking & Brokerage1.06%-0.05 ppLife & Health Insurance0.45%-0.04 ppRegional Banks0.33%+0.02 ppMulti-line Insurance0.19%-0.01 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.14%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.06%
Industry change · 12M
-0.05 pp
Investment Banking & Brokerage · contribution
-0.050 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Goldman Sachs → GS | United States | $161.1bn | 0.389% | +0.108 pp | +0.045 pp | +60.0% | Yes |
| Morgan Stanley → MS | United States | $167.6bn | 0.405% | +0.101 pp | -0.045 pp | +26.7% | Yes |
| Charles Schwab Corporation → SCHW | United States | $83.9bn | 0.203% | +0.022 pp | -0.040 pp | +11.8% | No |
| Raymond James Financial → RJF | United States | $24.6bn | 0.059% | +0.011 pp | -0.010 pp | +16.1% | 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.