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 Banks4.45%-2.23 ppTransaction & Payment Processing Services2.77%+0.28 ppLife & Health Insurance0.52%-0.22 ppConsumer Finance0.66%-0.19 ppProperty & Casualty Insurance0.94%-0.18 ppAsset Management & Custody Banks0.65%-0.18 ppRegional Banks0.39%-0.17 ppMulti-line Insurance0.21%-0.12 ppInsurance Brokers0.53%-0.07 ppInvestment Banking & Brokerage1.18%+0.04 ppReinsurance0.04%-0.02 ppFinancial Exchanges & Data1.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
4.45%
Industry change · 12M
-2.23 pp
Diversified Banks · contribution
-2.226 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $124.8bn | 0.505% | +0.505 pp | -0.611 pp | -41.6% | Yes |
| JPMorgan Chase → JPM | United States | $387.3bn | 1.568% | +1.566 pp | -0.577 pp | -5.5% | Yes |
| Bank of America → BAC | United States | $262.2bn | 1.061% | +1.060 pp | -0.493 pp | -11.6% | Yes |
| Citigroup → C | United States | $128.4bn | 0.520% | +0.519 pp | -0.336 pp | -19.7% | Yes |
| U.S. Bancorp → USB | United States | $70.2bn | 0.284% | +0.284 pp | -0.170 pp | -17.9% | Yes |
| PNC Financial Services → PNC | United States | $63.1bn | 0.256% | +0.255 pp | -0.088 pp | -2.8% | Yes |
| Truist Financial → TFC | United States | $64.6bn | 0.262% | +0.261 pp | +0.050 pp | -11.2% | 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.