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 Banks1.61%+0.83 ppFinancial Exchanges & Data1.05%-0.16 ppConsumer Finance0.69%+0.08 ppLife & Health Insurance0.42%-0.08 ppTransaction & Payment Processing Services1.19%-0.07 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.69%-0.04 ppProperty & Casualty Insurance1.06%+0.03 ppDiversified Banks3.60%-0.02 ppRegional Banks0.32%-0.01 ppReinsurance0.04%-0.01 ppInvestment Banking & Brokerage1.16%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Investment Banking & Brokerage
Investment Banking & Brokerage · weight
1.16%
Industry change · 12M
-0.01 pp
Investment Banking & Brokerage · contribution
-0.010 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Charles Schwab Corporation → SCHW | United States | $95.4bn | 0.216% | +0.022 pp | -0.048 pp | +9.2% | Yes |
| Goldman Sachs → GS | United States | $179.8bn | 0.408% | +0.044 pp | +0.032 pp | +52.0% | Yes |
| Morgan Stanley → MS | United States | $202.5bn | 0.459% | +0.067 pp | +0.003 pp | +39.7% | Yes |
| Raymond James Financial → RJF | United States | $31.7bn | 0.072% | +0.013 pp | +0.003 pp | +40.8% | 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.