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%+7.83 pp Financials16.1%+6.61 pp Health Care16.1%+6.02 pp Industrials13.5%+5.47 pp Consumer Staples9.2%+4.37 pp Communication Services5.3%+3.38 pp Materials3.3%+2.18 pp Utilities4.0%+2.09 pp Real Estate3.9%+2.04 pp Energy3.6%+0.96 pp Consumer Discretionary7.1%-40.93 pp

2 · Industry

Inside Financials

Diversified Banks6.46%+2.34 pp Transaction & Payment Processing Services2.23%+1.23 pp Property & Casualty Insurance1.24%+0.60 pp Financial Exchanges & Data1.05%+0.53 pp Consumer Finance0.87%+0.36 pp Investment Banking & Brokerage1.10%+0.33 pp Insurance Brokers0.60%+0.30 pp Life & Health Insurance0.77%+0.29 pp Asset Management & Custody Banks0.81%+0.25 pp Regional Banks0.56%+0.18 pp Multi-line Insurance0.38%+0.16 pp Reinsurance0.06%+0.03 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.56%+0.183 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.56%

Industry change · 12M

+0.18 pp

Regional Banks · contribution

+0.183 pp

Company participation

33%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$20.0bn	0.106%	-0.004 pp	+0.047 pp	+1.6%	No
M&T Bank → MTB	United States	$21.1bn	0.112%	-0.013 pp	+0.037 pp	-1.6%	No
KeyCorp → KEY	United States	$17.9bn	0.095%	-0.001 pp	+0.028 pp	-6.5%	No
Huntington Bancshares → HBAN	United States	$14.8bn	0.079%	+0.001 pp	+0.026 pp	-0.2%	Yes
Citizens Financial Group → CFG	United States	$15.8bn	0.084%	-0.003 pp	+0.026 pp	-5.0%	No
Regions Financial Corporation → RF	United States	$15.8bn	0.084%	+0.002 pp	+0.019 pp	-10.4%	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.