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 Banks3.94%-1.11 ppTransaction & Payment Processing Services1.45%-0.63 ppAsset Management & Custody Banks0.55%-0.20 ppConsumer Finance0.59%-0.16 ppFinancial Exchanges & Data1.03%-0.16 ppProperty & Casualty Insurance1.04%+0.15 ppInvestment Banking & Brokerage1.37%-0.12 ppInsurance Brokers0.77%+0.08 ppLife & Health Insurance0.61%+0.08 ppMulti-line Insurance0.23%-0.02 ppRegional Banks0.47%+0.01 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.94%
Industry change · 12M
-1.11 pp
Diversified Banks · contribution
-1.110 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $369.2bn | 1.310% | +0.146 pp | -0.386 pp | -23.6% | Yes |
| Bank of America → BAC | United States | $289.1bn | 1.026% | +0.092 pp | -0.280 pp | -22.9% | Yes |
| Citigroup → C | United States | $88.8bn | 0.315% | -0.031 pp | -0.153 pp | -31.8% | No |
| Wells Fargo → WFC | United States | $175.2bn | 0.622% | +0.050 pp | -0.080 pp | -8.2% | Yes |
| U.S. Bancorp → USB | United States | $63.1bn | 0.224% | -0.017 pp | -0.075 pp | -27.0% | No |
| Truist Financial → TFC | United States | $59.4bn | 0.211% | -0.020 pp | -0.072 pp | -26.9% | No |
| PNC Financial Services → PNC | United States | $66.4bn | 0.236% | -0.000 pp | -0.064 pp | -20.7% | 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.