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
Insurance Brokers99.90%+99.31 ppDiversified Banks0.00%-6.59 ppTransaction & Payment Processing Services0.00%-2.09 ppProperty & Casualty Insurance0.00%-1.22 ppInvestment Banking & Brokerage0.00%-1.17 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.91 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.82 ppRegional Banks0.00%-0.59 ppMulti-line Insurance0.00%-0.38 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
-6.59 pp
Diversified Banks · contribution
-6.589 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $294.5bn | 0.001% | -1.646 pp | -2.001 pp | -13.8% | No |
| Bank of America → BAC | United States | $215.6bn | 0.001% | -1.174 pp | -1.519 pp | -16.8% | No |
| Wells Fargo → WFC | United States | $99.5bn | 0.000% | -0.666 pp | -1.157 pp | -47.2% | No |
| Citigroup → C | United States | $104.1bn | 0.001% | -0.572 pp | -0.875 pp | -26.7% | No |
| U.S. Bancorp → USB | United States | $55.5bn | 0.000% | -0.311 pp | -0.484 pp | -33.0% | No |
| PNC Financial Services → PNC | United States | $45.3bn | 0.000% | -0.256 pp | -0.343 pp | -22.4% | No |
| Truist Financial → TFC | United States | $50.5bn | 0.000% | -0.280 pp | -0.210 pp | -24.3% | 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.