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
Diversified Banks7.98%-0.46 ppFinancial Exchanges & Data0.98%+0.13 ppInsurance Brokers0.55%+0.03 ppTransaction & Payment Processing Services1.55%+0.03 ppAsset Management & Custody Banks1.19%-0.02 ppInvestment Banking & Brokerage1.64%+0.02 ppMulti-line Insurance0.44%-0.01 ppConsumer Finance0.95%-0.01 ppRegional Banks0.79%+0.01 ppLife & Health Insurance0.85%+0.01 ppReinsurance0.06%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
7.98%
Industry change · 12M
-0.46 pp
Diversified Banks · contribution
-0.461 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $253.4bn | 1.557% | -0.290 pp | -0.290 pp | -20.5% | No |
| Citigroup → C | United States | $175.5bn | 1.078% | -0.105 pp | -0.105 pp | -12.7% | No |
| Bank of America → BAC | United States | $303.4bn | 1.864% | -0.040 pp | -0.040 pp | -6.1% | No |
| U.S. Bancorp → USB | United States | $83.3bn | 0.512% | -0.029 pp | -0.029 pp | -11.2% | No |
| PNC Financial Services → PNC | United States | $68.7bn | 0.422% | -0.007 pp | -0.007 pp | -7.4% | No |
| JPMorgan Chase → JPM | United States | $373.3bn | 2.294% | +0.005 pp | +0.005 pp | -5.5% | No |
| Truist Financial → TFC | United States | $41.2bn | 0.253% | +0.005 pp | +0.005 pp | -3.7% | 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.