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 Banks1.44%+0.72 ppDiversified Banks3.72%+0.30 ppInvestment Banking & Brokerage1.20%+0.13 ppConsumer Finance0.69%+0.13 ppFinancial Exchanges & Data1.08%-0.11 ppInsurance Brokers0.73%-0.09 ppTransaction & Payment Processing Services1.19%-0.07 ppLife & Health Insurance0.44%-0.06 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.17%-0.05 ppProperty & Casualty Insurance1.13%+0.04 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.20%
Industry change · 12M
+0.13 pp
Investment Banking & Brokerage · contribution
+0.133 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $191.0bn | 0.422% | +0.032 pp | +0.074 pp | +81.6% | Yes |
| Morgan Stanley → MS | United States | $212.0bn | 0.468% | +0.063 pp | +0.062 pp | +71.9% | Yes |
| Charles Schwab Corporation → SCHW | United States | $106.6bn | 0.235% | +0.033 pp | -0.011 pp | +37.0% | Yes |
| Raymond James Financial → RJF | United States | $34.5bn | 0.076% | +0.017 pp | +0.008 pp | +63.4% | 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.