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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.73%
Industry change · 12M
-0.06 pp
Regional Banks · contribution
-0.056 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $25.2bn | 0.147% | -0.021 pp | -0.017 pp | -8.4% | No |
| Citizens Financial Group → CFG | United States | $19.3bn | 0.112% | -0.012 pp | -0.016 pp | -12.3% | No |
| Fifth Third Bancorp → FITB | United States | $20.3bn | 0.118% | -0.023 pp | -0.015 pp | -9.6% | No |
| Regions Financial Corporation → RF | United States | $20.9bn | 0.122% | -0.007 pp | -0.005 pp | -2.3% | No |
| KeyCorp → KEY | United States | $22.2bn | 0.129% | -0.001 pp | -0.002 pp | -1.4% | Yes |
| Huntington Bancshares → HBAN | United States | $17.0bn | 0.099% | -0.002 pp | -0.000 pp | -3.2% | 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.