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 Banks3.83%-4.61 ppInvestment Banking & Brokerage0.69%-0.93 ppAsset Management & Custody Banks0.53%-0.69 ppProperty & Casualty Insurance0.66%-0.56 ppConsumer Finance0.48%-0.48 ppTransaction & Payment Processing Services1.06%-0.47 ppRegional Banks0.33%-0.46 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.83%
Industry change · 12M
-4.61 pp
Diversified Banks · contribution
-4.611 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $324.6bn | 1.161% | -0.048 pp | -1.129 pp | -14.1% | No |
| Wells Fargo → WFC | United States | $216.9bn | 0.775% | -0.031 pp | -1.072 pp | -27.9% | No |
| Bank of America → BAC | United States | $241.8bn | 0.865% | -0.073 pp | -1.039 pp | -21.6% | No |
| Citigroup → C | United States | $127.1bn | 0.455% | -0.121 pp | -0.729 pp | -32.2% | No |
| U.S. Bancorp → USB | United States | $73.9bn | 0.264% | -0.010 pp | -0.277 pp | -17.8% | No |
| PNC Financial Services → PNC | United States | $53.9bn | 0.193% | -0.009 pp | -0.236 pp | -24.6% | No |
| Truist Financial → TFC | United States | $33.4bn | 0.119% | -0.000 pp | -0.129 pp | -19.1% | 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.