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 Brokers0.66%-99.24 ppDiversified Banks5.02%+5.01 ppTransaction & Payment Processing Services2.39%+2.38 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.54%+0.54 ppRegional Banks0.46%+0.46 ppMulti-line Insurance0.25%+0.25 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
5.02%
Industry change · 12M
+5.01 pp
Diversified Banks · contribution
+5.012 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $489.1bn | 1.717% | +0.055 pp | +1.716 pp | +74.9% | Yes |
| Bank of America → BAC | United States | $357.2bn | 1.254% | +0.007 pp | +1.253 pp | +79.9% | Yes |
| Wells Fargo → WFC | United States | $190.6bn | 0.669% | +0.008 pp | +0.669 pp | +100.2% | Yes |
| Citigroup → C | United States | $142.2bn | 0.499% | -0.017 pp | +0.499 pp | +68.6% | No |
| U.S. Bancorp → USB | United States | $88.1bn | 0.309% | +0.010 pp | +0.309 pp | +71.1% | Yes |
| PNC Financial Services → PNC | United States | $83.1bn | 0.292% | +0.006 pp | +0.292 pp | +83.6% | Yes |
| Truist Financial → TFC | United States | $78.3bn | 0.275% | +0.011 pp | +0.275 pp | +59.4% | 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.