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 Banks8.03%-0.41 ppFinancial Exchanges & Data0.90%+0.06 ppInvestment Banking & Brokerage1.66%+0.04 ppAsset Management & Custody Banks1.18%-0.04 ppInsurance Brokers0.55%+0.03 ppMulti-line Insurance0.43%-0.02 ppConsumer Finance0.93%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppLife & Health Insurance0.83%-0.01 ppProperty & Casualty Insurance1.23%+0.01 ppReinsurance0.06%+0.01 ppRegional Banks0.79%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.79%
Industry change · 12M
+0.00 pp
Regional Banks · contribution
+0.001 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · 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 |
|---|---|---|---|---|---|---|---|
| M&T Bank → MTB | United States | $27.7bn | 0.170% | +0.006 pp | +0.006 pp | -3.0% | Yes |
| KeyCorp → KEY | United States | $20.7bn | 0.127% | -0.004 pp | -0.004 pp | -8.2% | No |
| Citizens Financial Group → CFG | United States | $20.5bn | 0.126% | -0.003 pp | -0.003 pp | -8.5% | No |
| Fifth Third Bancorp → FITB | United States | $22.0bn | 0.135% | +0.002 pp | +0.002 pp | -3.6% | No |
| Regions Financial Corporation → RF | United States | $20.9bn | 0.128% | +0.001 pp | +0.001 pp | -2.9% | No |
| Huntington Bancshares → HBAN | United States | $16.2bn | 0.099% | -0.000 pp | -0.000 pp | -6.0% | 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.