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%+8.09 pp Financials16.2%+6.66 pp Health Care16.5%+6.53 pp Industrials13.4%+5.79 pp Consumer Staples9.0%+3.80 pp Communication Services5.3%+3.36 pp Materials3.2%+2.13 pp Real Estate3.8%+1.85 pp Utilities3.9%+1.83 pp Energy3.5%+1.02 pp Consumer Discretionary7.1%-41.06 pp

2 · Industry

Inside Financials

Diversified Banks6.60%+2.43 pp Transaction & Payment Processing Services2.34%+1.36 pp Financial Exchanges & Data1.07%+0.54 pp Property & Casualty Insurance1.13%+0.48 pp Consumer Finance0.85%+0.33 pp Investment Banking & Brokerage1.11%+0.32 pp Life & Health Insurance0.76%+0.29 pp Insurance Brokers0.60%+0.28 pp Asset Management & Custody Banks0.82%+0.28 pp Regional Banks0.55%+0.17 pp Multi-line Insurance0.36%+0.16 pp Reinsurance0.05%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.55%+0.172 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.55%

Industry change · 12M

+0.17 pp

Regional Banks · contribution

+0.172 pp

Company participation

33%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$21.2bn	0.111%	-0.005 pp	+0.050 pp	+11.7%	Yes
M&T Bank → MTB	United States	$20.9bn	0.109%	-0.010 pp	+0.028 pp	-3.0%	No
KeyCorp → KEY	United States	$17.7bn	0.092%	-0.006 pp	+0.027 pp	+3.1%	No
Huntington Bancshares → HBAN	United States	$14.6bn	0.076%	-0.003 pp	+0.024 pp	+2.9%	No
Citizens Financial Group → CFG	United States	$15.7bn	0.082%	-0.009 pp	+0.022 pp	-2.3%	No
Regions Financial Corporation → RF	United States	$16.1bn	0.084%	-0.002 pp	+0.020 pp	-1.4%	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.