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
Transaction & Payment Processing Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
4.00%
Industry change · 12M
-1.07 pp
Diversified Banks · contribution
-1.069 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase → JPM | United States | $352.4bn | 1.274% | -0.203 pp | -0.427 pp | -20.4% | No |
| Bank of America → BAC | United States | $287.5bn | 1.039% | -0.231 pp | -0.219 pp | -10.3% | No |
| Citigroup → C | United States | $95.5bn | 0.345% | -0.089 pp | -0.194 pp | -30.1% | No |
| Wells Fargo → WFC | United States | $166.4bn | 0.602% | -0.120 pp | -0.073 pp | -1.7% | No |
| U.S. Bancorp → USB | United States | $72.1bn | 0.261% | -0.030 pp | -0.063 pp | -15.6% | No |
| Truist Financial → TFC | United States | $64.2bn | 0.232% | -0.050 pp | -0.057 pp | -15.9% | No |
| PNC Financial Services → PNC | United States | $69.5bn | 0.251% | -0.041 pp | -0.036 pp | -8.8% | 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.