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 Banks0.00%-6.83 ppTransaction & Payment Processing Services0.00%-1.97 ppInvestment Banking & Brokerage0.00%-1.24 ppProperty & Casualty Insurance0.00%-1.17 ppFinancial Exchanges & Data0.00%-0.97 ppAsset Management & Custody Banks0.00%-0.95 ppConsumer Finance0.00%-0.89 ppLife & Health Insurance0.00%-0.83 ppRegional Banks0.00%-0.63 ppInsurance Brokers0.00%-0.60 ppMulti-line Insurance0.00%-0.34 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.00%
Industry change · 12M
-0.63 pp
Regional Banks · contribution
-0.629 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2020 · 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 |
|---|---|---|---|---|---|---|---|
| M&T Bank → MTB | United States | $18.3bn | 0.000% | -0.109 pp | -0.139 pp | -16.2% | No |
| Fifth Third Bancorp → FITB | United States | $17.3bn | 0.000% | -0.108 pp | -0.105 pp | -8.4% | No |
| KeyCorp → KEY | United States | $15.9bn | 0.000% | -0.096 pp | -0.103 pp | -3.5% | No |
| Citizens Financial Group → CFG | United States | $13.5bn | 0.000% | -0.084 pp | -0.099 pp | -10.8% | No |
| Regions Financial Corporation → RF | United States | $12.9bn | 0.000% | -0.081 pp | -0.097 pp | -14.3% | No |
| Huntington Bancshares → HBAN | United States | $12.5bn | 0.000% | -0.077 pp | -0.087 pp | -11.3% | 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.