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 Banks6.21%+2.29 ppTransaction & Payment Processing Services2.63%+1.59 ppFinancial Exchanges & Data1.14%+0.60 ppProperty & Casualty Insurance1.15%+0.51 ppInvestment Banking & Brokerage1.16%+0.45 ppConsumer Finance0.86%+0.37 ppInsurance Brokers0.63%+0.31 ppAsset Management & Custody Banks0.80%+0.27 ppLife & Health Insurance0.72%+0.25 ppRegional Banks0.52%+0.18 ppMulti-line Insurance0.33%+0.13 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
6.21%
Industry change · 12M
+2.29 pp
Diversified Banks · contribution
+2.293 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $415.1bn | 2.048% | -0.034 pp | +0.913 pp | +31.7% | Yes |
| Bank of America → BAC | United States | $295.3bn | 1.457% | -0.009 pp | +0.535 pp | +17.9% | No |
| Citigroup → C | United States | $162.5bn | 0.801% | -0.045 pp | +0.282 pp | +19.5% | No |
| Wells Fargo → WFC | United States | $198.5bn | 0.979% | -0.206 pp | +0.220 pp | -1.1% | No |
| U.S. Bancorp → USB | United States | $83.1bn | 0.410% | -0.058 pp | +0.137 pp | +7.1% | No |
| PNC Financial Services → PNC | United States | $65.1bn | 0.321% | -0.019 pp | +0.134 pp | +24.9% | No |
| Truist Financial → TFC | United States | $39.5bn | 0.195% | -0.017 pp | +0.071 pp | +9.4% | 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.