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 Banks6.45%-1.24 ppInvestment Banking & Brokerage1.13%-0.35 ppTransaction & Payment Processing Services2.07%+0.33 ppAsset Management & Custody Banks0.83%-0.31 ppRegional Banks0.58%-0.15 ppInsurance Brokers0.61%+0.08 ppProperty & Casualty Insurance1.21%+0.07 ppMulti-line Insurance0.37%-0.04 ppLife & Health Insurance0.84%-0.02 ppConsumer Finance0.91%-0.02 ppFinancial Exchanges & Data1.02%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.45%
Industry change · 12M
-1.24 pp
Diversified Banks · contribution
-1.235 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $212.7bn | 1.146% | -0.116 pp | -0.493 pp | -11.7% | Yes |
| Bank of America → BAC | United States | $275.7bn | 1.486% | -0.044 pp | -0.248 pp | +5.0% | Yes |
| JPMorgan Chase → JPM | United States | $362.7bn | 1.955% | +0.051 pp | -0.197 pp | +10.4% | Yes |
| Citigroup → C | United States | $161.9bn | 0.873% | +0.032 pp | -0.162 pp | +7.5% | Yes |
| PNC Financial Services → PNC | United States | $62.0bn | 0.334% | +0.014 pp | -0.051 pp | +4.7% | Yes |
| U.S. Bancorp → USB | United States | $83.4bn | 0.450% | +0.007 pp | -0.049 pp | +7.9% | Yes |
| Truist Financial → TFC | United States | $37.6bn | 0.203% | -0.001 pp | -0.036 pp | +0.6% | 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.