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 Banks7.78%-0.66 ppTransaction & Payment Processing Services1.71%+0.18 ppFinancial Exchanges & Data0.98%+0.14 ppInvestment Banking & Brokerage1.57%-0.05 ppLife & Health Insurance0.90%+0.05 ppAsset Management & Custody Banks1.17%-0.05 ppMulti-line Insurance0.41%-0.04 ppProperty & Casualty Insurance1.18%-0.04 ppRegional Banks0.75%-0.04 ppInsurance Brokers0.53%+0.01 ppConsumer Finance0.95%-0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.75%
Industry change · 12M
-0.04 pp
Regional Banks · contribution
-0.036 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $25.0bn | 0.152% | -0.019 pp | -0.012 pp | -9.0% | No |
| Citizens Financial Group → CFG | United States | $19.8bn | 0.120% | -0.007 pp | -0.009 pp | -10.5% | No |
| KeyCorp → KEY | United States | $20.6bn | 0.125% | -0.009 pp | -0.006 pp | -8.2% | No |
| Fifth Third Bancorp → FITB | United States | $21.0bn | 0.127% | -0.010 pp | -0.006 pp | -7.1% | No |
| Regions Financial Corporation → RF | United States | $20.5bn | 0.124% | -0.006 pp | -0.003 pp | -4.7% | No |
| Huntington Bancshares → HBAN | United States | $16.4bn | 0.099% | -0.001 pp | -0.000 pp | -7.5% | 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.