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
Insurance Brokers0.56%-99.35 ppDiversified Banks4.61%+4.60 ppTransaction & Payment Processing Services2.56%+2.56 ppInvestment Banking & Brokerage1.39%+1.39 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.87%+0.87 ppConsumer Finance0.80%+0.80 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.53%+0.52 ppRegional Banks0.39%+0.39 ppMulti-line Insurance0.22%+0.22 ppReinsurance0.03%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
4.61%
Industry change · 12M
+4.60 pp
Diversified Banks · contribution
+4.605 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $459.5bn | 1.575% | -0.126 pp | +1.574 pp | +61.5% | Yes |
| Bank of America → BAC | United States | $322.8bn | 1.107% | -0.152 pp | +1.106 pp | +57.7% | Yes |
| Wells Fargo → WFC | United States | $188.6bn | 0.647% | -0.028 pp | +0.646 pp | +92.0% | Yes |
| Citigroup → C | United States | $139.8bn | 0.479% | -0.060 pp | +0.479 pp | +40.1% | Yes |
| U.S. Bancorp → USB | United States | $82.7bn | 0.284% | -0.039 pp | +0.283 pp | +56.2% | Yes |
| PNC Financial Services → PNC | United States | $77.5bn | 0.266% | -0.022 pp | +0.266 pp | +76.3% | Yes |
| Truist Financial → TFC | United States | $73.2bn | 0.251% | -0.039 pp | +0.251 pp | +50.7% | 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.