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 Technology18.4%+8.88 pp Financials16.5%+7.33 pp Health Care17.0%+6.61 pp Industrials13.2%+6.00 pp Consumer Staples8.7%+3.60 pp Communication Services5.3%+3.24 pp Materials3.2%+1.83 pp Utilities3.7%+1.55 pp Real Estate3.5%+1.53 pp Energy3.5%+1.16 pp Consumer Discretionary7.0%-41.73 pp

2 · Industry

Inside Financials

Diversified Banks6.68%+2.85 pp Transaction & Payment Processing Services2.49%+1.43 pp Financial Exchanges & Data1.05%+0.51 pp Property & Casualty Insurance1.13%+0.47 pp Investment Banking & Brokerage1.15%+0.45 pp Consumer Finance0.85%+0.37 pp Asset Management & Custody Banks0.83%+0.30 pp Insurance Brokers0.60%+0.29 pp Life & Health Insurance0.74%+0.27 pp Regional Banks0.56%+0.23 pp Multi-line Insurance0.33%+0.14 pp Reinsurance0.06%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.56%+0.233 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.56%

Industry change · 12M

+0.23 pp

Regional Banks · contribution

+0.233 pp

Company participation

33%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$21.8bn	0.107%	+0.001 pp	+0.052 pp	+35.2%	No
KeyCorp → KEY	United States	$19.9bn	0.098%	+0.003 pp	+0.043 pp	+42.7%	Yes
M&T Bank → MTB	United States	$22.4bn	0.110%	-0.002 pp	+0.038 pp	+21.7%	No
Citizens Financial Group → CFG	United States	$17.7bn	0.087%	+0.003 pp	+0.037 pp	+41.8%	Yes
Regions Financial Corporation → RF	United States	$16.6bn	0.081%	-0.003 pp	+0.032 pp	+33.3%	No
Huntington Bancshares → HBAN	United States	$15.6bn	0.076%	-0.002 pp	+0.031 pp	+31.7%	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.