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 Banks6.45%-1.24 ppInvestment Banking & Brokerage1.13%-0.35 ppTransaction & Payment Processing Services2.07%+0.33 ppAsset Management & Custody Banks0.83%-0.31 ppRegional Banks0.58%-0.15 ppInsurance Brokers0.61%+0.08 ppProperty & Casualty Insurance1.21%+0.07 ppMulti-line Insurance0.37%-0.04 ppLife & Health Insurance0.84%-0.02 ppConsumer Finance0.91%-0.02 ppFinancial Exchanges & Data1.02%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.58%
Industry change · 12M
-0.15 pp
Regional Banks · contribution
-0.150 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $15.1bn | 0.082% | -0.001 pp | -0.040 pp | -13.0% | Yes |
| KeyCorp → KEY | United States | $17.9bn | 0.096% | +0.005 pp | -0.029 pp | -5.7% | Yes |
| Citizens Financial Group → CFG | United States | $16.2bn | 0.087% | +0.001 pp | -0.027 pp | -6.1% | Yes |
| M&T Bank → MTB | United States | $23.2bn | 0.125% | +0.000 pp | -0.025 pp | +2.3% | Yes |
| Huntington Bancshares → HBAN | United States | $14.5bn | 0.078% | +0.002 pp | -0.021 pp | -2.5% | Yes |
| Fifth Third Bancorp → FITB | United States | $20.5bn | 0.110% | +0.017 pp | -0.009 pp | +0.5% | 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.