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 Banks3.78%-1.24 ppTransaction & Payment Processing Services1.49%-0.89 ppConsumer Finance0.59%-0.23 ppInsurance Brokers0.81%+0.15 ppAsset Management & Custody Banks0.55%-0.14 ppProperty & Casualty Insurance1.02%+0.13 ppInvestment Banking & Brokerage1.37%-0.07 ppFinancial Exchanges & Data1.08%-0.03 ppMulti-line Insurance0.22%-0.03 ppLife & Health Insurance0.56%+0.02 ppRegional Banks0.48%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.78%
Industry change · 12M
-1.24 pp
Diversified Banks · contribution
-1.238 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $306.5bn | 1.204% | -0.082 pp | -0.513 pp | -34.3% | No |
| Bank of America → BAC | United States | $242.7bn | 0.954% | -0.022 pp | -0.301 pp | -27.3% | No |
| Citigroup → C | United States | $80.7bn | 0.317% | -0.030 pp | -0.182 pp | -38.5% | No |
| U.S. Bancorp → USB | United States | $59.9bn | 0.235% | -0.030 pp | -0.074 pp | -29.6% | No |
| Wells Fargo → WFC | United States | $152.6bn | 0.600% | +0.022 pp | -0.070 pp | -11.5% | Yes |
| PNC Financial Services → PNC | United States | $61.3bn | 0.241% | -0.013 pp | -0.051 pp | -21.4% | No |
| Truist Financial → TFC | United States | $57.8bn | 0.227% | -0.019 pp | -0.048 pp | -23.1% | 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.