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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.51%
Industry change · 12M
-1.53 pp
Diversified Banks · contribution
-1.526 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $331.5bn | 1.904% | +0.743 pp | -0.411 pp | -5.6% | Yes |
| Bank of America → BAC | United States | $266.5bn | 1.531% | +0.666 pp | -0.354 pp | -6.2% | Yes |
| Wells Fargo → WFC | United States | $219.8bn | 1.263% | +0.487 pp | -0.306 pp | -4.8% | Yes |
| Citigroup → C | United States | $146.3bn | 0.841% | +0.386 pp | -0.224 pp | -5.5% | Yes |
| PNC Financial Services → PNC | United States | $55.6bn | 0.320% | +0.127 pp | -0.118 pp | -16.7% | Yes |
| U.S. Bancorp → USB | United States | $77.1bn | 0.443% | +0.179 pp | -0.069 pp | -1.8% | Yes |
| Truist Financial → TFC | United States | $35.5bn | 0.204% | +0.085 pp | -0.044 pp | -7.8% | 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.