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 Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.60%
Industry change · 12M
-0.20 pp
Regional Banks · contribution
-0.198 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $15.8bn | 0.088% | +0.036 pp | -0.041 pp | -14.5% | Yes |
| Fifth Third Bancorp → FITB | United States | $18.7bn | 0.104% | +0.046 pp | -0.038 pp | -10.4% | Yes |
| M&T Bank → MTB | United States | $23.6bn | 0.131% | +0.055 pp | -0.037 pp | -4.6% | Yes |
| Citizens Financial Group → CFG | United States | $16.7bn | 0.093% | +0.041 pp | -0.031 pp | -9.4% | Yes |
| KeyCorp → KEY | United States | $17.7bn | 0.099% | +0.042 pp | -0.031 pp | -8.9% | Yes |
| Huntington Bancshares → HBAN | United States | $14.6bn | 0.081% | +0.035 pp | -0.020 pp | -3.1% | 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.