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 Banks0.00%-6.83 ppTransaction & Payment Processing Services0.00%-1.97 ppInvestment Banking & Brokerage0.00%-1.24 ppProperty & Casualty Insurance0.00%-1.17 ppFinancial Exchanges & Data0.00%-0.97 ppAsset Management & Custody Banks0.00%-0.95 ppConsumer Finance0.00%-0.89 ppLife & Health Insurance0.00%-0.83 ppRegional Banks0.00%-0.63 ppInsurance Brokers0.00%-0.60 ppMulti-line Insurance0.00%-0.34 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
0.00%
Industry change · 12M
-6.83 pp
Diversified Banks · contribution
-6.834 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $356.9bn | 0.001% | -2.080 pp | -1.979 pp | +14.5% | No |
| Bank of America → BAC | United States | $248.8bn | 0.001% | -1.509 pp | -1.627 pp | -0.3% | No |
| Wells Fargo → WFC | United States | $167.5bn | 0.001% | -1.160 pp | -1.315 pp | -14.7% | No |
| Citigroup → C | United States | $133.7bn | 0.001% | -0.826 pp | -0.872 pp | +2.0% | No |
| U.S. Bancorp → USB | United States | $70.7bn | 0.000% | -0.472 pp | -0.479 pp | -7.5% | No |
| PNC Financial Services → PNC | United States | $55.4bn | 0.000% | -0.338 pp | -0.337 pp | +3.5% | No |
| Truist Financial → TFC | United States | $35.4bn | 0.000% | -0.211 pp | -0.225 pp | -6.3% | 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.