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%+99.30 ppDiversified Banks0.00%-6.46 ppTransaction & Payment Processing Services0.00%-2.22 ppProperty & Casualty Insurance0.00%-1.24 ppInvestment Banking & Brokerage0.00%-1.10 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.87 ppAsset Management & Custody Banks0.00%-0.81 ppLife & Health Insurance0.00%-0.77 ppRegional Banks0.00%-0.56 ppMulti-line Insurance0.00%-0.38 ppReinsurance0.00%-0.06 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
0.00%
Industry change · 12M
-6.46 pp
Diversified Banks · contribution
-6.458 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $293.4bn | 0.001% | -0.000 pp | -1.997 pp | -15.3% | No |
| Bank of America → BAC | United States | $208.7bn | 0.001% | -0.000 pp | -1.441 pp | -15.3% | No |
| Wells Fargo → WFC | United States | $96.9bn | 0.000% | -0.000 pp | -1.180 pp | -51.3% | No |
| Citigroup → C | United States | $89.7bn | 0.000% | -0.000 pp | -0.828 pp | -35.4% | No |
| U.S. Bancorp → USB | United States | $54.0bn | 0.000% | -0.000 pp | -0.463 pp | -32.4% | No |
| PNC Financial Services → PNC | United States | $46.7bn | 0.000% | -0.000 pp | -0.331 pp | -18.5% | No |
| Truist Financial → TFC | United States | $51.3bn | 0.000% | -0.000 pp | -0.217 pp | -25.7% | 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.