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 Banks1.44%+0.72 ppDiversified Banks3.72%+0.30 ppInvestment Banking & Brokerage1.20%+0.13 ppConsumer Finance0.69%+0.13 ppFinancial Exchanges & Data1.08%-0.11 ppInsurance Brokers0.73%-0.09 ppTransaction & Payment Processing Services1.19%-0.07 ppLife & Health Insurance0.44%-0.06 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.17%-0.05 ppProperty & Casualty Insurance1.13%+0.04 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
3.72%
Industry change · 12M
+0.30 pp
Diversified Banks · contribution
+0.298 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $703.0bn | 1.551% | +0.006 pp | +0.145 pp | +63.8% | Yes |
| Wells Fargo → WFC | United States | $253.6bn | 0.560% | +0.079 pp | +0.055 pp | +75.3% | Yes |
| Bank of America → BAC | United States | $364.5bn | 0.804% | +0.040 pp | +0.052 pp | +58.9% | Yes |
| PNC Financial Services → PNC | United States | $85.2bn | 0.188% | +0.010 pp | +0.022 pp | +66.5% | Yes |
| Citigroup → C | United States | $134.0bn | 0.296% | +0.007 pp | +0.021 pp | +59.5% | Yes |
| Truist Financial → TFC | United States | $63.3bn | 0.140% | -0.004 pp | +0.006 pp | +56.2% | Yes |
| U.S. Bancorp → USB | United States | $83.1bn | 0.183% | +0.005 pp | -0.002 pp | +46.4% | 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.