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

Universe›Financials›Diversified Banks›Diversified Banks

1 · Sector

Weight and 12M allocation change

Consumer Discretionary53.6%+53.57 pp Information Technology13.3%+13.32 pp Health Care7.9%+7.89 pp Financials7.2%+7.19 pp Industrials6.2%+6.17 pp Consumer Staples3.6%+3.57 pp Communication Services2.4%+2.43 pp Materials1.6%+1.59 pp Real Estate1.5%+1.47 pp Energy1.2%+1.18 pp Utilities1.5%-98.38 pp

2 · Industry

Inside Financials

Diversified Banks2.52%+2.51 pp Transaction & Payment Processing Services1.41%+1.40 pp Investment Banking & Brokerage0.68%+0.68 pp Financial Exchanges & Data0.51%+0.51 pp Property & Casualty Insurance0.46%+0.46 pp Consumer Finance0.37%+0.37 pp Asset Management & Custody Banks0.34%+0.34 pp Life & Health Insurance0.29%+0.29 pp Insurance Brokers0.27%+0.27 pp Regional Banks0.23%+0.23 pp Multi-line Insurance0.12%+0.12 pp Reinsurance0.02%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Diversified Banks

Diversified Banks2.52%+2.512 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Diversified Banks · weight

2.52%

Industry change · 12M

+2.51 pp

Diversified Banks · contribution

+2.512 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2021 · 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	$449.1bn	0.898%	-0.629 pp	+0.896 pp	+31.5%	No
Bank of America → BAC	United States	$299.7bn	0.599%	-0.436 pp	+0.598 pp	+25.1%	No
Wells Fargo → WFC	United States	$149.5bn	0.299%	-0.181 pp	+0.298 pp	-8.6%	No
Citigroup → C	United States	$137.5bn	0.275%	-0.212 pp	+0.274 pp	+8.2%	No
Truist Financial → TFC	United States	$76.7bn	0.153%	-0.112 pp	+0.153 pp	+28.9%	No
U.S. Bancorp → USB	United States	$75.1bn	0.150%	-0.126 pp	+0.150 pp	+12.6%	No
PNC Financial Services → PNC	United States	$71.4bn	0.143%	-0.106 pp	+0.142 pp	+38.7%	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.