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 Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.93%
Industry change · 12M
-0.52 pp
Diversified Banks · contribution
-0.519 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Bank of America → BAC | United States | $265.7bn | 0.959% | +0.005 pp | -0.208 pp | -23.8% | No |
| JPMorgan Chase → JPM | United States | $393.3bn | 1.419% | +0.215 pp | -0.080 pp | -12.6% | Yes |
| Citigroup → C | United States | $87.6bn | 0.316% | -0.001 pp | -0.068 pp | -22.1% | No |
| Wells Fargo → WFC | United States | $157.3bn | 0.568% | -0.032 pp | -0.045 pp | -11.9% | No |
| Truist Financial → TFC | United States | $57.1bn | 0.206% | -0.021 pp | -0.044 pp | -23.5% | No |
| PNC Financial Services → PNC | United States | $63.7bn | 0.230% | -0.011 pp | -0.042 pp | -18.6% | No |
| U.S. Bancorp → USB | United States | $64.8bn | 0.234% | -0.002 pp | -0.033 pp | -19.1% | 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.