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 Banks4.32%-2.28 ppTransaction & Payment Processing Services2.77%+0.22 ppLife & Health Insurance0.53%-0.22 ppProperty & Casualty Insurance0.91%-0.21 ppConsumer Finance0.65%-0.20 ppAsset Management & Custody Banks0.64%-0.19 ppRegional Banks0.38%-0.18 ppMulti-line Insurance0.22%-0.13 ppInsurance Brokers0.54%-0.06 ppInvestment Banking & Brokerage1.11%-0.05 ppFinancial Exchanges & Data1.08%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
4.32%
Industry change · 12M
-2.28 pp
Diversified Banks · contribution
-2.282 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $113.1bn | 0.480% | +0.480 pp | -0.680 pp | -47.8% | Yes |
| JPMorgan Chase → JPM | United States | $359.3bn | 1.526% | +1.525 pp | -0.556 pp | -7.3% | Yes |
| Bank of America → BAC | United States | $243.6bn | 1.035% | +1.033 pp | -0.475 pp | -13.3% | Yes |
| Citigroup → C | United States | $114.7bn | 0.487% | +0.486 pp | -0.339 pp | -23.7% | Yes |
| U.S. Bancorp → USB | United States | $65.1bn | 0.276% | +0.276 pp | -0.196 pp | -24.9% | Yes |
| PNC Financial Services → PNC | United States | $58.5bn | 0.248% | +0.248 pp | -0.090 pp | -6.1% | Yes |
| Truist Financial → TFC | United States | $62.6bn | 0.266% | +0.266 pp | +0.055 pp | -11.4% | 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.