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 Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
4.77%
Industry change · 12M
+2.17 pp
Diversified Banks · contribution
+2.174 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 |
|---|---|---|---|---|---|---|---|
| Bank of America → BAC | United States | $377.6bn | 1.270% | -0.036 pp | +0.656 pp | +58.6% | Yes |
| JPMorgan Chase → JPM | United States | $439.2bn | 1.477% | -0.219 pp | +0.538 pp | +18.2% | No |
| Wells Fargo → WFC | United States | $214.5bn | 0.721% | +0.020 pp | +0.426 pp | +82.5% | Yes |
| PNC Financial Services → PNC | United States | $87.1bn | 0.293% | -0.007 pp | +0.147 pp | +47.1% | Yes |
| Citigroup → C | United States | $129.2bn | 0.435% | -0.034 pp | +0.145 pp | +14.7% | No |
| U.S. Bancorp → USB | United States | $86.3bn | 0.290% | -0.009 pp | +0.136 pp | +40.0% | Yes |
| Truist Financial → TFC | United States | $83.9bn | 0.282% | -0.001 pp | +0.127 pp | +35.1% | 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.