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 Services1.50%-1.13 ppDiversified Banks3.95%-0.98 ppInsurance Brokers0.81%+0.27 ppConsumer Finance0.62%-0.20 ppProperty & Casualty Insurance1.09%+0.20 ppAsset Management & Custody Banks0.57%-0.13 ppInvestment Banking & Brokerage1.30%-0.13 ppFinancial Exchanges & Data1.14%+0.05 ppRegional Banks0.47%+0.05 ppLife & Health Insurance0.58%+0.03 ppMulti-line Insurance0.25%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.95%
Industry change · 12M
-0.98 pp
Diversified Banks · contribution
-0.984 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $330.7bn | 1.286% | -0.069 pp | -0.376 pp | -25.8% | No |
| Bank of America → BAC | United States | $250.8bn | 0.975% | -0.144 pp | -0.272 pp | -22.9% | No |
| Citigroup → C | United States | $89.3bn | 0.347% | -0.009 pp | -0.169 pp | -32.8% | No |
| Wells Fargo → WFC | United States | $148.5bn | 0.577% | -0.045 pp | -0.084 pp | -11.9% | No |
| U.S. Bancorp → USB | United States | $68.4bn | 0.266% | +0.000 pp | -0.034 pp | -16.4% | No |
| PNC Financial Services → PNC | United States | $65.3bn | 0.254% | -0.006 pp | -0.032 pp | -15.1% | No |
| Truist Financial → TFC | United States | $63.1bn | 0.246% | -0.008 pp | -0.018 pp | -11.6% | 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.