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 Banks3.98%-2.62 ppTransaction & Payment Processing Services2.64%+0.29 ppConsumer Finance0.57%-0.27 ppLife & Health Insurance0.49%-0.27 ppAsset Management & Custody Banks0.62%-0.20 ppRegional Banks0.37%-0.19 ppProperty & Casualty Insurance0.95%-0.18 ppInvestment Banking & Brokerage0.95%-0.16 ppMulti-line Insurance0.21%-0.15 ppInsurance Brokers0.54%-0.05 ppFinancial Exchanges & Data1.09%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.98%
Industry change · 12M
-2.62 pp
Diversified Banks · contribution
-2.617 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $88.4bn | 0.418% | +0.418 pp | -0.767 pp | -56.6% | Yes |
| JPMorgan Chase → JPM | United States | $298.8bn | 1.415% | +1.413 pp | -0.667 pp | -18.7% | Yes |
| Bank of America → BAC | United States | $205.0bn | 0.971% | +0.970 pp | -0.495 pp | -22.2% | Yes |
| Citigroup → C | United States | $86.2bn | 0.408% | +0.408 pp | -0.438 pp | -39.6% | Yes |
| U.S. Bancorp → USB | United States | $58.7bn | 0.278% | +0.278 pp | -0.191 pp | -28.7% | Yes |
| PNC Financial Services → PNC | United States | $47.5bn | 0.225% | +0.225 pp | -0.116 pp | -20.6% | Yes |
| Truist Financial → TFC | United States | $56.8bn | 0.269% | +0.268 pp | +0.057 pp | -17.2% | 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.