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 Banks0.96%+0.22 ppTransaction & Payment Processing Services1.12%-0.16 ppInsurance Brokers0.71%-0.12 ppInvestment Banking & Brokerage1.01%-0.10 ppConsumer Finance0.63%+0.09 ppProperty & Casualty Insurance1.14%+0.09 ppLife & Health Insurance0.45%-0.07 ppDiversified Banks3.31%-0.05 ppMulti-line Insurance0.17%-0.04 ppFinancial Exchanges & Data1.10%-0.04 ppReinsurance0.04%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.01%
Industry change · 12M
-0.10 pp
Investment Banking & Brokerage · contribution
-0.105 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $168.6bn | 0.393% | +0.097 pp | -0.059 pp | +32.9% | Yes |
| Charles Schwab Corporation → SCHW | United States | $83.5bn | 0.194% | +0.016 pp | -0.042 pp | +19.9% | No |
| Raymond James Financial → RJF | United States | $25.2bn | 0.059% | +0.011 pp | -0.011 pp | +23.3% | Yes |
| Goldman Sachs → GS | United States | $156.4bn | 0.364% | +0.091 pp | +0.008 pp | +57.2% | 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.