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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 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
3.92%
Industry change · 12M
-4.52 pp
Diversified Banks · contribution
-4.524 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $344.2bn | 1.135% | -0.094 pp | -1.154 pp | -8.2% | No |
| Wells Fargo → WFC | United States | $230.2bn | 0.759% | -0.110 pp | -1.088 pp | -22.8% | No |
| Bank of America → BAC | United States | $279.4bn | 0.921% | +0.007 pp | -0.982 pp | -9.4% | No |
| Citigroup → C | United States | $157.4bn | 0.519% | -0.023 pp | -0.664 pp | -16.0% | No |
| U.S. Bancorp → USB | United States | $82.7bn | 0.273% | -0.016 pp | -0.268 pp | -8.0% | No |
| PNC Financial Services → PNC | United States | $56.6bn | 0.187% | -0.016 pp | -0.242 pp | -20.2% | No |
| Truist Financial → TFC | United States | $37.6bn | 0.124% | -0.004 pp | -0.124 pp | -8.9% | 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.