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
Investment Banking & Brokerage1.68%+0.06 ppFinancial Exchanges & Data0.89%+0.05 ppDiversified Banks8.47%+0.03 ppMulti-line Insurance0.43%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppInsurance Brokers0.53%+0.02 ppRegional Banks0.80%+0.02 ppProperty & Casualty Insurance1.20%-0.02 ppAsset Management & Custody Banks1.23%+0.02 ppLife & Health Insurance0.83%-0.02 ppReinsurance0.06%+0.01 ppConsumer Finance0.95%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
8.47%
Industry change · 12M
+0.03 pp
Diversified Banks · contribution
+0.027 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Wells Fargo → WFC | United States | $287.6bn | 1.724% | -0.124 pp | -0.124 pp | -10.7% | No |
| JPMorgan Chase → JPM | United States | $396.4bn | 2.375% | +0.086 pp | +0.086 pp | -0.1% | Yes |
| Bank of America → BAC | United States | $328.8bn | 1.971% | +0.067 pp | +0.067 pp | +0.3% | Yes |
| Citigroup → C | United States | $194.0bn | 1.163% | -0.021 pp | -0.021 pp | -3.4% | No |
| PNC Financial Services → PNC | United States | $74.4bn | 0.446% | +0.017 pp | +0.017 pp | -0.2% | Yes |
| Truist Financial → TFC | United States | $42.3bn | 0.253% | +0.005 pp | +0.005 pp | -0.9% | Yes |
| U.S. Bancorp → USB | United States | $89.8bn | 0.538% | -0.003 pp | -0.003 pp | -4.9% | 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.