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 Discretionary52.2%+52.24 pp Information Technology13.5%+13.45 pp Health Care8.1%+8.05 pp Financials7.4%+7.34 pp Industrials6.6%+6.58 pp Consumer Staples3.8%+3.78 pp Communication Services2.4%+2.43 pp Materials1.7%+1.66 pp Real Estate1.5%+1.53 pp Energy1.2%+1.20 pp Utilities1.7%-98.26 pp

2 · Industry

Inside Financials

Diversified Banks2.64%+2.63 pp Transaction & Payment Processing Services1.35%+1.34 pp Investment Banking & Brokerage0.68%+0.68 pp Financial Exchanges & Data0.52%+0.52 pp Property & Casualty Insurance0.48%+0.48 pp Consumer Finance0.38%+0.38 pp Asset Management & Custody Banks0.36%+0.36 pp Life & Health Insurance0.30%+0.30 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 Banks2.64%+2.632 pp

Concentrated

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

View all contributions →

Diversified Banks · weight

2.64%

Industry change · 12M

+2.63 pp

Diversified Banks · contribution

+2.632 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$464.5bn	0.908%	-0.659 pp	+0.907 pp	+75.4%	No
Bank of America → BAC	United States	$334.0bn	0.653%	-0.408 pp	+0.652 pp	+86.9%	No
Wells Fargo → WFC	United States	$161.5bn	0.316%	-0.189 pp	+0.315 pp	+40.6%	No
Citigroup → C	United States	$151.9bn	0.297%	-0.223 pp	+0.297 pp	+80.0%	No
U.S. Bancorp → USB	United States	$83.1bn	0.162%	-0.122 pp	+0.162 pp	+67.1%	No
Truist Financial → TFC	United States	$78.6bn	0.154%	-0.108 pp	+0.153 pp	+97.4%	No
PNC Financial Services → PNC	United States	$74.4bn	0.145%	-0.110 pp	+0.145 pp	+90.8%	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.