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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
2.49%
Industry change · 12M
-1.24 pp
Diversified Banks · contribution
-1.235 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $254.3bn | 0.554% | -0.237 pp | -0.379 pp | -2.8% | No |
| Wells Fargo → WFC | United States | $173.2bn | 0.378% | -0.132 pp | -0.194 pp | +8.1% | No |
| JPMorgan Chase → JPM | United States | $461.6bn | 1.006% | -0.368 pp | -0.158 pp | +41.2% | No |
| Citigroup → C | United States | $92.8bn | 0.202% | -0.107 pp | -0.144 pp | -5.2% | No |
| Truist Financial → TFC | United States | $44.2bn | 0.096% | -0.050 pp | -0.134 pp | -30.7% | No |
| PNC Financial Services → PNC | United States | $54.6bn | 0.119% | -0.057 pp | -0.117 pp | -13.9% | No |
| U.S. Bancorp → USB | United States | $60.8bn | 0.133% | -0.045 pp | -0.108 pp | -11.5% | 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.