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 Banks6.48%-1.30 ppTransaction & Payment Processing Services2.12%+0.42 ppInvestment Banking & Brokerage1.16%-0.41 ppAsset Management & Custody Banks0.85%-0.31 ppRegional Banks0.58%-0.17 ppInsurance Brokers0.63%+0.10 ppProperty & Casualty Insurance1.27%+0.09 ppLife & Health Insurance0.84%-0.06 ppFinancial Exchanges & Data1.04%+0.06 ppMulti-line Insurance0.39%-0.03 ppConsumer Finance0.93%-0.02 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.48%
Industry change · 12M
-1.30 pp
Diversified Banks · contribution
-1.299 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $199.4bn | 1.161% | -0.154 pp | -0.435 pp | -15.0% | Yes |
| Bank of America → BAC | United States | $252.9bn | 1.473% | -0.155 pp | -0.314 pp | -7.0% | Yes |
| JPMorgan Chase → JPM | United States | $343.7bn | 2.002% | +0.021 pp | -0.209 pp | +1.8% | Yes |
| Citigroup → C | United States | $143.7bn | 0.837% | -0.035 pp | -0.195 pp | -4.3% | Yes |
| PNC Financial Services → PNC | United States | $57.5bn | 0.335% | -0.002 pp | -0.074 pp | -8.6% | Yes |
| Truist Financial → TFC | United States | $35.8bn | 0.209% | -0.017 pp | -0.040 pp | -8.0% | Yes |
| U.S. Bancorp → USB | United States | $79.9bn | 0.465% | -0.014 pp | -0.033 pp | +3.4% | 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.