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 Services1.52%-0.91 ppDiversified Banks3.79%-0.91 ppInsurance Brokers0.78%+0.20 ppConsumer Finance0.61%-0.17 ppAsset Management & Custody Banks0.55%-0.16 ppInvestment Banking & Brokerage1.34%-0.12 ppProperty & Casualty Insurance0.96%+0.07 ppRegional Banks0.46%+0.04 ppMulti-line Insurance0.22%-0.02 ppLife & Health Insurance0.55%+0.01 ppReinsurance0.04%+0.00 ppFinancial Exchanges & Data1.10%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.79%
Industry change · 12M
-0.91 pp
Diversified Banks · contribution
-0.910 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $333.5bn | 1.194% | -0.205 pp | -0.405 pp | -26.9% | No |
| Bank of America → BAC | United States | $270.1bn | 0.967% | -0.113 pp | -0.208 pp | -17.8% | No |
| Citigroup → C | United States | $94.5bn | 0.338% | -0.035 pp | -0.149 pp | -29.7% | No |
| U.S. Bancorp → USB | United States | $67.8bn | 0.243% | -0.041 pp | -0.042 pp | -17.8% | No |
| PNC Financial Services → PNC | United States | $64.8bn | 0.232% | -0.029 pp | -0.040 pp | -14.9% | No |
| Wells Fargo → WFC | United States | $165.8bn | 0.593% | -0.031 pp | -0.034 pp | -2.4% | No |
| Truist Financial → TFC | United States | $62.1bn | 0.222% | -0.016 pp | -0.032 pp | -15.0% | 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.