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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.34%
Industry change · 12M
-0.44 pp
Regional Banks · contribution
-0.443 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $23.1bn | 0.076% | -0.004 pp | -0.088 pp | -12.0% | No |
| Citizens Financial Group → CFG | United States | $15.9bn | 0.052% | -0.008 pp | -0.076 pp | -23.9% | No |
| Regions Financial Corporation → RF | United States | $15.7bn | 0.052% | -0.012 pp | -0.076 pp | -19.1% | No |
| Fifth Third Bancorp → FITB | United States | $17.6bn | 0.058% | -0.003 pp | -0.075 pp | -16.7% | No |
| KeyCorp → KEY | United States | $17.0bn | 0.056% | -0.009 pp | -0.075 pp | -20.8% | No |
| Huntington Bancshares → HBAN | United States | $14.1bn | 0.046% | -0.005 pp | -0.053 pp | -15.3% | 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.