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

Universe›Communication Services›Advertising›Advertising

1 · Sector

Weight and 12M allocation change

Information Technology36.4%+15.47 pp Financials12.3%+4.20 pp Consumer Discretionary11.6%+3.35 pp Industrials9.9%+2.86 pp Consumer Staples6.8%+1.56 pp Communication Services2.7%+0.86 pp Utilities2.7%+0.78 pp Health Care10.9%+0.56 pp Real Estate2.3%+0.49 pp Energy2.3%+0.23 pp Materials2.2%-30.36 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.84%+0.26 pp Movies & Entertainment0.68%+0.25 pp Wireless Telecommunication Services0.58%+0.20 pp Cable & Satellite0.39%+0.09 pp Interactive Home Entertainment0.09%+0.04 pp Broadcasting0.06%+0.03 pp Advertising0.03%-0.00 pp

3 · Sub-industry

Inside Advertising

Advertising0.03%-0.003 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Advertising · weight

0.03%

Industry change · 12M

-0.00 pp

Advertising · contribution

-0.003 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2025 · 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
Omnicom Group → OMC	United States	$14.0bn	0.030%	-0.008 pp	-0.003 pp	-17.1%	No

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.