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 Services1.51%-1.05 ppDiversified Banks3.72%-0.89 ppInsurance Brokers0.76%+0.21 ppConsumer Finance0.60%-0.21 ppAsset Management & Custody Banks0.55%-0.13 ppInvestment Banking & Brokerage1.28%-0.11 ppRegional Banks0.45%+0.06 ppProperty & Casualty Insurance0.90%+0.04 ppFinancial Exchanges & Data1.12%+0.02 ppMulti-line Insurance0.22%+0.00 ppReinsurance0.04%+0.00 ppLife & Health Insurance0.52%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.72%
Industry change · 12M
-0.89 pp
Diversified Banks · contribution
-0.885 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $338.8bn | 1.164% | -0.110 pp | -0.411 pp | -21.8% | No |
| Bank of America → BAC | United States | $271.7bn | 0.934% | -0.106 pp | -0.173 pp | -10.0% | No |
| Citigroup → C | United States | $100.8bn | 0.346% | +0.001 pp | -0.133 pp | -20.5% | No |
| Wells Fargo → WFC | United States | $166.3bn | 0.571% | -0.030 pp | -0.075 pp | -2.8% | No |
| U.S. Bancorp → USB | United States | $70.1bn | 0.241% | -0.020 pp | -0.043 pp | -12.1% | No |
| PNC Financial Services → PNC | United States | $68.6bn | 0.236% | -0.015 pp | -0.030 pp | -6.3% | No |
| Truist Financial → TFC | United States | $67.2bn | 0.231% | -0.001 pp | -0.020 pp | -4.1% | 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.