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 Banks7.78%-0.66 ppTransaction & Payment Processing Services1.71%+0.18 ppFinancial Exchanges & Data0.98%+0.14 ppInvestment Banking & Brokerage1.57%-0.05 ppLife & Health Insurance0.90%+0.05 ppAsset Management & Custody Banks1.17%-0.05 ppMulti-line Insurance0.41%-0.04 ppProperty & Casualty Insurance1.18%-0.04 ppRegional Banks0.75%-0.04 ppInsurance Brokers0.53%+0.01 ppConsumer Finance0.95%-0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
7.78%
Industry change · 12M
-0.66 pp
Diversified Banks · contribution
-0.662 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $263.1bn | 1.596% | -0.127 pp | -0.251 pp | -16.8% | No |
| Citigroup → C | United States | $170.1bn | 1.032% | -0.131 pp | -0.152 pp | -14.3% | No |
| Bank of America → BAC | United States | $294.4bn | 1.787% | -0.184 pp | -0.117 pp | -8.5% | No |
| JPMorgan Chase → JPM | United States | $364.3bn | 2.211% | -0.165 pp | -0.079 pp | -7.0% | No |
| U.S. Bancorp → USB | United States | $82.1bn | 0.498% | -0.040 pp | -0.043 pp | -12.0% | No |
| PNC Financial Services → PNC | United States | $67.3bn | 0.409% | -0.037 pp | -0.020 pp | -8.8% | No |
| Truist Financial → TFC | United States | $40.9bn | 0.248% | -0.005 pp | +0.000 pp | -3.5% | 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.