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%-6.50 ppTransaction & Payment Processing Services0.00%-2.00 ppInvestment Banking & Brokerage0.00%-1.19 ppProperty & Casualty Insurance0.00%-1.18 ppFinancial Exchanges & Data0.00%-0.98 ppAsset Management & Custody Banks0.00%-0.91 ppConsumer Finance0.00%-0.88 ppLife & Health Insurance0.00%-0.80 ppInsurance Brokers0.00%-0.59 ppRegional Banks0.00%-0.55 ppMulti-line Insurance0.00%-0.33 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
-6.50 pp
Diversified Banks · contribution
-6.501 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $276.8bn | 0.001% | -2.144 pp | -1.903 pp | -8.4% | No |
| Bank of America → BAC | United States | $185.3bn | 0.001% | -1.553 pp | -1.530 pp | -21.2% | No |
| Wells Fargo → WFC | United States | $117.7bn | 0.001% | -1.116 pp | -1.262 pp | -38.1% | No |
| Citigroup → C | United States | $88.7bn | 0.000% | -0.855 pp | -0.840 pp | -30.4% | No |
| U.S. Bancorp → USB | United States | $52.4bn | 0.000% | -0.454 pp | -0.443 pp | -26.1% | No |
| PNC Financial Services → PNC | United States | $41.0bn | 0.000% | -0.343 pp | -0.319 pp | -19.5% | No |
| Truist Financial → TFC | United States | $41.4bn | 0.000% | -0.212 pp | -0.204 pp | -31.4% | 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.