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 Banks6.17%+1.82 ppTransaction & Payment Processing Services2.37%+1.37 ppProperty & Casualty Insurance1.23%+0.58 ppFinancial Exchanges & Data1.13%+0.57 ppConsumer Finance0.88%+0.36 ppInsurance Brokers0.62%+0.32 ppInvestment Banking & Brokerage1.08%+0.27 ppLife & Health Insurance0.74%+0.26 ppAsset Management & Custody Banks0.77%+0.18 ppMulti-line Insurance0.37%+0.14 ppRegional Banks0.54%+0.13 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.17%
Industry change · 12M
+1.82 pp
Diversified Banks · contribution
+1.815 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $351.3bn | 1.910% | -0.091 pp | +0.667 pp | -1.2% | No |
| Bank of America → BAC | United States | $256.1bn | 1.393% | -0.080 pp | +0.395 pp | -9.2% | No |
| Citigroup → C | United States | $145.4bn | 0.791% | -0.046 pp | +0.212 pp | -7.1% | No |
| Wells Fargo → WFC | United States | $205.2bn | 1.116% | -0.045 pp | +0.207 pp | -17.3% | No |
| U.S. Bancorp → USB | United States | $83.0bn | 0.452% | -0.014 pp | +0.167 pp | +0.3% | No |
| PNC Financial Services → PNC | United States | $57.4bn | 0.312% | -0.022 pp | +0.097 pp | -7.4% | No |
| Truist Financial → TFC | United States | $36.5bn | 0.199% | -0.010 pp | +0.069 pp | -4.5% | 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.