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 Banks6.84%-1.63 ppInvestment Banking & Brokerage1.24%-0.45 ppTransaction & Payment Processing Services1.97%+0.43 ppAsset Management & Custody Banks0.95%-0.28 ppRegional Banks0.63%-0.17 ppMulti-line Insurance0.34%-0.09 ppFinancial Exchanges & Data0.97%+0.08 ppConsumer Finance0.89%-0.07 ppInsurance Brokers0.60%+0.06 ppProperty & Casualty Insurance1.17%-0.03 ppReinsurance0.05%-0.01 ppLife & Health Insurance0.83%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.84%
Industry change · 12M
-1.63 pp
Diversified Banks · contribution
-1.631 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Wells Fargo → WFC | United States | $227.0bn | 1.316% | +0.467 pp | -0.408 pp | -11.8% | Yes |
| JPMorgan Chase → JPM | United States | $341.7bn | 1.981% | +0.752 pp | -0.395 pp | -7.3% | Yes |
| Bank of America → BAC | United States | $280.9bn | 1.628% | +0.702 pp | -0.343 pp | -7.3% | Yes |
| Citigroup → C | United States | $150.4bn | 0.872% | +0.346 pp | -0.291 pp | -13.1% | Yes |
| PNC Financial Services → PNC | United States | $58.1bn | 0.337% | +0.129 pp | -0.109 pp | -17.9% | Yes |
| U.S. Bancorp → USB | United States | $82.7bn | 0.480% | +0.187 pp | -0.059 pp | -2.3% | Yes |
| Truist Financial → TFC | United States | $38.9bn | 0.226% | +0.095 pp | -0.028 pp | -3.2% | 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.