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

Universe›Financials›Regional Banks›Regional Banks

1 · Sector

Weight and 12M allocation change

Information Technology17.4%+1.34 pp Energy5.1%+0.43 pp Real Estate3.5%+0.28 pp Utilities3.4%+0.26 pp Health Care16.9%+0.12 pp Consumer Discretionary7.0%-0.03 pp Materials2.1%-0.04 pp Communication Services3.3%-0.15 pp Consumer Staples8.8%-0.60 pp Financials17.7%-0.75 pp Industrials14.7%-0.86 pp

2 · Industry

Inside Financials

Diversified Banks7.68%-0.76 pp Transaction & Payment Processing Services1.74%+0.22 pp Financial Exchanges & Data1.01%+0.17 pp Investment Banking & Brokerage1.49%-0.13 pp Property & Casualty Insurance1.14%-0.08 pp Asset Management & Custody Banks1.14%-0.07 pp Regional Banks0.73%-0.05 pp Multi-line Insurance0.42%-0.04 pp Consumer Finance0.94%-0.02 pp Insurance Brokers0.53%+0.01 pp Life & Health Insurance0.86%+0.01 pp Reinsurance0.06%+0.00 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.73%-0.055 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Regional Banks · weight

0.73%

Industry change · 12M

-0.05 pp

Regional Banks · contribution

-0.055 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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
Citizens Financial Group → CFG	United States	$18.9bn	0.114%	-0.011 pp	-0.014 pp	-14.8%	No
M&T Bank → MTB	United States	$24.7bn	0.150%	-0.020 pp	-0.014 pp	-10.0%	No
Fifth Third Bancorp → FITB	United States	$19.7bn	0.119%	-0.016 pp	-0.014 pp	-12.3%	No
Regions Financial Corporation → RF	United States	$20.0bn	0.121%	-0.007 pp	-0.006 pp	-6.7%	No
KeyCorp → KEY	United States	$20.7bn	0.126%	-0.001 pp	-0.005 pp	-7.7%	No
Huntington Bancshares → HBAN	United States	$16.3bn	0.099%	-0.001 pp	-0.001 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.