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

Universe›Financials›Regional Banks›Regional Banks

1 · Sector

Weight and 12M allocation change

Information Technology17.9%+7.76 pp Health Care16.6%+6.64 pp Financials15.9%+6.02 pp Industrials13.4%+5.24 pp Consumer Staples9.3%+4.44 pp Communication Services5.4%+3.44 pp Real Estate4.0%+2.04 pp Utilities3.9%+2.00 pp Materials2.9%+1.73 pp Energy3.6%+0.89 pp Consumer Discretionary7.2%-40.20 pp

2 · Industry

Inside Financials

Diversified Banks6.17%+1.82 pp Transaction & Payment Processing Services2.37%+1.37 pp Property & Casualty Insurance1.23%+0.58 pp Financial Exchanges & Data1.13%+0.57 pp Consumer Finance0.88%+0.36 pp Insurance Brokers0.62%+0.32 pp Investment Banking & Brokerage1.08%+0.27 pp Life & Health Insurance0.74%+0.26 pp Asset Management & Custody Banks0.77%+0.18 pp Multi-line Insurance0.37%+0.14 pp Regional Banks0.54%+0.13 pp Reinsurance0.05%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.54%+0.131 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.54%

Industry change · 12M

+0.13 pp

Regional Banks · contribution

+0.131 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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
Fifth Third Bancorp → FITB	United States	$19.3bn	0.105%	-0.008 pp	+0.042 pp	-7.1%	No
M&T Bank → MTB	United States	$19.5bn	0.106%	-0.021 pp	+0.024 pp	-15.4%	No
KeyCorp → KEY	United States	$16.7bn	0.091%	-0.003 pp	+0.019 pp	-17.9%	No
Citizens Financial Group → CFG	United States	$15.1bn	0.082%	-0.005 pp	+0.019 pp	-15.1%	No
Huntington Bancshares → HBAN	United States	$13.8bn	0.075%	-0.002 pp	+0.017 pp	-14.8%	No
Regions Financial Corporation → RF	United States	$14.6bn	0.079%	-0.002 pp	+0.010 pp	-22.2%	No

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.