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 Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.59%
Industry change · 12M
-0.14 pp
Regional Banks · contribution
-0.139 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $16.1bn | 0.086% | -0.002 pp | -0.036 pp | -11.4% | No |
| KeyCorp → KEY | United States | $18.5bn | 0.099% | -0.000 pp | -0.031 pp | -8.6% | Yes |
| M&T Bank → MTB | United States | $22.4bn | 0.119% | -0.012 pp | -0.027 pp | -3.0% | No |
| Citizens Financial Group → CFG | United States | $17.1bn | 0.091% | -0.002 pp | -0.022 pp | -3.0% | Yes |
| Huntington Bancshares → HBAN | United States | $14.8bn | 0.079% | -0.002 pp | -0.021 pp | -3.8% | No |
| Fifth Third Bancorp → FITB | United States | $21.8bn | 0.116% | +0.012 pp | -0.002 pp | +3.7% | 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.