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 Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.92%
Industry change · 12M
-1.07 pp
Diversified Banks · contribution
-1.066 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $220.2bn | 1.227% | +0.468 pp | -0.330 pp | -3.8% | Yes |
| Bank of America → BAC | United States | $290.8bn | 1.620% | +0.699 pp | -0.244 pp | +4.2% | Yes |
| JPMorgan Chase → JPM | United States | $380.0bn | 2.117% | +0.982 pp | -0.177 pp | +9.7% | Yes |
| Citigroup → C | United States | $163.5bn | 0.911% | +0.392 pp | -0.167 pp | +6.2% | Yes |
| PNC Financial Services → PNC | United States | $62.1bn | 0.346% | +0.159 pp | -0.076 pp | -3.1% | Yes |
| U.S. Bancorp → USB | United States | $85.3bn | 0.476% | +0.203 pp | -0.037 pp | +8.8% | Yes |
| Truist Financial → TFC | United States | $39.2bn | 0.218% | +0.094 pp | -0.035 pp | +0.0% | 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.