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
Life & Health Insurance0.85%+0.00 ppMulti-line Insurance0.45%+0.00 ppInsurance Brokers0.52%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppAsset Management & Custody Banks1.21%+0.00 ppConsumer Finance0.96%+0.00 ppDiversified Banks8.44%+0.00 ppMulti-Sector Holdings0.00%+0.00 ppFinancial Exchanges & Data0.84%+0.00 ppRegional Banks0.78%+0.00 ppTransaction & Payment Processing Services1.52%+0.00 ppReinsurance0.05%+0.00 ppInvestment Banking & Brokerage1.62%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
8.44%
Industry change · 12M
+0.00 pp
Diversified Banks · contribution
+0.000 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2018 · 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 |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase → JPM | United States | $401.3bn | 2.289% | +0.000 pp | +0.000 pp | +0.0% | No |
| Bank of America → BAC | United States | $333.8bn | 1.904% | +0.000 pp | +0.000 pp | +0.0% | No |
| Wells Fargo → WFC | United States | $323.9bn | 1.848% | +0.000 pp | +0.000 pp | +0.0% | No |
| Citigroup → C | United States | $207.5bn | 1.184% | +0.000 pp | +0.000 pp | +0.0% | No |
| U.S. Bancorp → USB | United States | $94.8bn | 0.541% | +0.000 pp | +0.000 pp | +0.0% | No |
| PNC Financial Services → PNC | United States | $75.2bn | 0.429% | +0.000 pp | +0.000 pp | +0.0% | No |
| Truist Financial → TFC | United States | $43.5bn | 0.248% | +0.000 pp | +0.000 pp | +0.0% | 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.