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 Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.59%
Industry change · 12M
-1.31 pp
Diversified Banks · contribution
-1.306 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $217.6bn | 1.158% | -0.069 pp | -0.471 pp | -12.6% | No |
| JPMorgan Chase → JPM | United States | $376.3bn | 2.002% | -0.115 pp | -0.280 pp | +4.0% | Yes |
| Bank of America → BAC | United States | $285.6bn | 1.520% | -0.100 pp | -0.279 pp | +1.4% | No |
| Citigroup → C | United States | $164.6bn | 0.876% | -0.035 pp | -0.180 pp | +1.6% | Yes |
| PNC Financial Services → PNC | United States | $64.5bn | 0.343% | -0.003 pp | -0.053 pp | +1.8% | Yes |
| U.S. Bancorp → USB | United States | $91.0bn | 0.484% | +0.009 pp | -0.024 pp | +11.1% | Yes |
| Truist Financial → TFC | United States | $39.5bn | 0.210% | -0.008 pp | -0.019 pp | +4.8% | No |
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.