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 Banks2.64%-1.01 ppTransaction & Payment Processing Services0.50%-0.68 ppProperty & Casualty Insurance0.66%-0.56 ppFinancial Exchanges & Data0.60%-0.52 ppAsset Management & Custody Banks0.94%-0.50 ppInsurance Brokers0.33%-0.46 ppInvestment Banking & Brokerage1.05%-0.23 ppLife & Health Insurance0.24%-0.18 ppConsumer Finance0.50%-0.17 ppMulti-line Insurance0.10%-0.08 ppRegional Banks0.26%-0.04 ppReinsurance0.02%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Diversified Banks
Diversified Banks · weight
2.64%
Industry change · 12M
-1.01 pp
Diversified Banks · contribution
-1.012 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2026 · 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 | $844.8bn | 1.146% | -0.447 pp | -0.496 pp | +30.5% | No |
| Wells Fargo → WFC | United States | $251.6bn | 0.341% | -0.202 pp | -0.213 pp | +18.3% | No |
| Bank of America → BAC | United States | $383.7bn | 0.521% | -0.223 pp | -0.201 pp | +37.1% | No |
| Truist Financial → TFC | United States | $64.3bn | 0.087% | -0.039 pp | -0.033 pp | +40.8% | No |
| U.S. Bancorp → USB | United States | $88.0bn | 0.119% | -0.047 pp | -0.032 pp | +46.4% | No |
| PNC Financial Services → PNC | United States | $90.0bn | 0.122% | -0.045 pp | -0.031 pp | +43.4% | No |
| Citigroup → C | United States | $223.9bn | 0.304% | -0.092 pp | -0.006 pp | +92.0% | 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.