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
Asset Management & Custody Banks0.70%+0.35 ppDiversified Banks2.61%+0.12 ppProperty & Casualty Insurance0.78%+0.11 ppTransaction & Payment Processing Services0.80%-0.11 ppConsumer Finance0.46%+0.06 ppInvestment Banking & Brokerage0.79%-0.04 ppLife & Health Insurance0.32%-0.02 ppFinancial Exchanges & Data0.79%+0.01 ppRegional Banks0.24%+0.01 ppInsurance Brokers0.54%+0.00 ppMulti-line Insurance0.14%+0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
2.61%
Industry change · 12M
+0.12 pp
Diversified Banks · contribution
+0.122 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase → JPM | United States | $611.1bn | 1.095% | -0.504 pp | +0.089 pp | +38.1% | No |
| Citigroup → C | United States | $123.8bn | 0.222% | -0.118 pp | +0.020 pp | +42.1% | No |
| Truist Financial → TFC | United States | $59.8bn | 0.107% | -0.038 pp | +0.011 pp | +43.1% | No |
| PNC Financial Services → PNC | United States | $72.1bn | 0.129% | -0.047 pp | +0.010 pp | +38.1% | No |
| U.S. Bancorp → USB | United States | $70.0bn | 0.126% | -0.058 pp | -0.007 pp | +18.9% | No |
| Wells Fargo → WFC | United States | $206.9bn | 0.371% | -0.244 pp | -0.007 pp | +32.4% | No |
| Bank of America → BAC | United States | $312.8bn | 0.561% | -0.278 pp | +0.006 pp | +29.7% | 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.