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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.68%
Industry change · 12M
-0.36 pp
Diversified Banks · contribution
-0.363 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $269.1bn | 0.800% | +0.092 pp | -0.174 pp | -1.2% | Yes |
| JPMorgan Chase → JPM | United States | $504.1bn | 1.499% | +0.125 pp | +0.094 pp | +28.1% | Yes |
| Truist Financial → TFC | United States | $49.4bn | 0.147% | +0.018 pp | -0.077 pp | -20.1% | Yes |
| Wells Fargo → WFC | United States | $182.2bn | 0.542% | +0.051 pp | -0.069 pp | +10.4% | Yes |
| U.S. Bancorp → USB | United States | $64.7bn | 0.192% | +0.026 pp | -0.061 pp | -11.9% | Yes |
| PNC Financial Services → PNC | United States | $60.2bn | 0.179% | +0.024 pp | -0.049 pp | -4.1% | Yes |
| Citigroup → C | United States | $107.5bn | 0.320% | +0.061 pp | -0.026 pp | +12.5% | 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.