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 Banks2.42%-1.54 ppTransaction & Payment Processing Services0.93%-0.57 ppInvestment Banking & Brokerage0.80%-0.51 ppProperty & Casualty Insurance0.70%-0.39 ppFinancial Exchanges & Data0.82%-0.32 ppRegional Banks0.21%-0.26 ppLife & Health Insurance0.34%-0.24 ppInsurance Brokers0.59%-0.22 ppAsset Management & Custody Banks0.36%-0.21 ppConsumer Finance0.43%-0.19 ppMulti-line Insurance0.14%-0.11 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
2.42%
Industry change · 12M
-1.54 pp
Diversified Banks · contribution
-1.535 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 2023 · 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 | $228.6bn | 0.529% | -0.252 pp | -0.447 pp | -5.3% | No |
| JPMorgan Chase → JPM | United States | $425.0bn | 0.983% | -0.326 pp | -0.303 pp | +33.5% | No |
| Wells Fargo → WFC | United States | $160.1bn | 0.370% | -0.113 pp | -0.207 pp | +12.0% | No |
| Truist Financial → TFC | United States | $40.4bn | 0.093% | -0.061 pp | -0.152 pp | -32.6% | No |
| U.S. Bancorp → USB | United States | $50.6bn | 0.117% | -0.071 pp | -0.149 pp | -24.4% | No |
| Citigroup → C | United States | $89.6bn | 0.207% | -0.104 pp | -0.140 pp | +4.4% | No |
| PNC Financial Services → PNC | United States | $50.3bn | 0.116% | -0.057 pp | -0.137 pp | -16.9% | 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.