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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
4.91%
Industry change · 12M
-2.01 pp
Diversified Banks · contribution
-2.006 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Wells Fargo → WFC | United States | $119.1bn | 0.667% | -0.313 pp | -0.561 pp | -37.5% | Yes |
| JPMorgan Chase → JPM | United States | $294.4bn | 1.647% | -0.401 pp | -0.470 pp | -14.8% | Yes |
| Bank of America → BAC | United States | $209.9bn | 1.175% | -0.282 pp | -0.445 pp | -19.5% | Yes |
| Citigroup → C | United States | $102.3bn | 0.572% | -0.229 pp | -0.338 pp | -29.4% | Yes |
| U.S. Bancorp → USB | United States | $55.6bn | 0.311% | -0.099 pp | -0.165 pp | -29.2% | Yes |
| PNC Financial Services → PNC | United States | $45.7bn | 0.256% | -0.065 pp | -0.090 pp | -19.3% | Yes |
| Truist Financial → TFC | United States | $50.1bn | 0.280% | +0.086 pp | +0.062 pp | -24.5% | Yes |
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.