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 Banks3.42%-0.59 ppInvestment Banking & Brokerage1.07%-0.36 ppRegional Banks0.30%-0.16 ppAsset Management & Custody Banks0.73%+0.14 ppLife & Health Insurance0.50%-0.11 ppTransaction & Payment Processing Services1.26%-0.09 ppFinancial Exchanges & Data1.19%+0.03 ppConsumer Finance0.56%-0.03 ppInsurance Brokers0.82%+0.03 ppProperty & Casualty Insurance1.09%-0.01 ppReinsurance0.06%+0.01 ppMulti-line Insurance0.22%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.42%
Industry change · 12M
-0.59 pp
Diversified Banks · contribution
-0.590 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $241.3bn | 0.752% | +0.026 pp | -0.278 pp | -16.5% | Yes |
| Wells Fargo → WFC | United States | $161.9bn | 0.505% | +0.023 pp | -0.115 pp | -4.1% | Yes |
| Truist Financial → TFC | United States | $42.9bn | 0.134% | +0.004 pp | -0.077 pp | -26.8% | Yes |
| PNC Financial Services → PNC | United States | $53.4bn | 0.166% | +0.013 pp | -0.064 pp | -16.6% | Yes |
| U.S. Bancorp → USB | United States | $59.4bn | 0.185% | +0.007 pp | -0.044 pp | -11.3% | Yes |
| Citigroup → C | United States | $88.2bn | 0.275% | +0.022 pp | -0.043 pp | -0.4% | Yes |
| JPMorgan Chase → JPM | United States | $451.2bn | 1.407% | +0.052 pp | +0.031 pp | +16.3% | Yes |
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.