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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.55%
Industry change · 12M
-0.23 pp
Regional Banks · contribution
-0.230 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Regions Financial Corporation → RF | United States | $14.4bn | 0.083% | +0.033 pp | -0.045 pp | -21.5% | Yes |
| M&T Bank → MTB | United States | $21.8bn | 0.125% | +0.053 pp | -0.045 pp | -12.9% | Yes |
| Fifth Third Bancorp → FITB | United States | $16.3bn | 0.094% | +0.039 pp | -0.041 pp | -18.1% | Yes |
| Citizens Financial Group → CFG | United States | $15.0bn | 0.086% | +0.036 pp | -0.040 pp | -20.3% | Yes |
| KeyCorp → KEY | United States | $15.9bn | 0.091% | +0.037 pp | -0.036 pp | -16.7% | Yes |
| Huntington Bancshares → HBAN | United States | $13.3bn | 0.076% | +0.031 pp | -0.023 pp | -12.8% | Yes |
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.