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 Banks1.03%+0.35 ppDiversified Banks3.51%+0.23 ppInsurance Brokers0.73%-0.13 ppConsumer Finance0.64%+0.11 ppLife & Health Insurance0.44%-0.08 ppInvestment Banking & Brokerage1.11%+0.08 ppTransaction & Payment Processing Services1.18%-0.06 ppFinancial Exchanges & Data1.07%-0.06 ppRegional Banks0.33%+0.05 ppMulti-line Insurance0.18%-0.04 ppReinsurance0.04%-0.02 ppProperty & Casualty Insurance1.11%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.11%
Industry change · 12M
+0.08 pp
Investment Banking & Brokerage · contribution
+0.078 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $163.5bn | 0.384% | +0.090 pp | +0.044 pp | +75.2% | Yes |
| Morgan Stanley → MS | United States | $188.1bn | 0.442% | +0.141 pp | +0.043 pp | +70.1% | Yes |
| Charles Schwab Corporation → SCHW | United States | $91.3bn | 0.215% | +0.064 pp | -0.013 pp | +38.3% | Yes |
| Raymond James Financial → RJF | United States | $30.5bn | 0.072% | +0.029 pp | +0.004 pp | +57.6% | 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.