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 Banks6.48%-1.30 ppTransaction & Payment Processing Services2.12%+0.42 ppInvestment Banking & Brokerage1.16%-0.41 ppAsset Management & Custody Banks0.85%-0.31 ppRegional Banks0.58%-0.17 ppInsurance Brokers0.63%+0.10 ppProperty & Casualty Insurance1.27%+0.09 ppLife & Health Insurance0.84%-0.06 ppFinancial Exchanges & Data1.04%+0.06 ppMulti-line Insurance0.39%-0.03 ppConsumer Finance0.93%-0.02 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.58%
Industry change · 12M
-0.17 pp
Regional Banks · contribution
-0.168 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $14.0bn | 0.082% | -0.015 pp | -0.043 pp | -21.9% | Yes |
| Citizens Financial Group → CFG | United States | $14.9bn | 0.087% | -0.012 pp | -0.033 pp | -17.6% | Yes |
| KeyCorp → KEY | United States | $16.1bn | 0.094% | -0.009 pp | -0.031 pp | -14.7% | Yes |
| M&T Bank → MTB | United States | $21.8bn | 0.127% | -0.012 pp | -0.025 pp | -5.0% | Yes |
| Huntington Bancshares → HBAN | United States | $13.2bn | 0.077% | -0.010 pp | -0.022 pp | -11.7% | Yes |
| Fifth Third Bancorp → FITB | United States | $19.5bn | 0.113% | +0.009 pp | -0.014 pp | -10.6% | 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.