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%-6.50 ppTransaction & Payment Processing Services0.00%-2.00 ppInvestment Banking & Brokerage0.00%-1.19 ppProperty & Casualty Insurance0.00%-1.18 ppFinancial Exchanges & Data0.00%-0.98 ppAsset Management & Custody Banks0.00%-0.91 ppConsumer Finance0.00%-0.88 ppLife & Health Insurance0.00%-0.80 ppInsurance Brokers0.00%-0.59 ppRegional Banks0.00%-0.55 ppMulti-line Insurance0.00%-0.33 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
-0.55 pp
Regional Banks · contribution
-0.555 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $13.5bn | 0.000% | -0.110 pp | -0.125 pp | -32.3% | No |
| Fifth Third Bancorp → FITB | United States | $10.5bn | 0.000% | -0.107 pp | -0.094 pp | -38.6% | No |
| KeyCorp → KEY | United States | $10.1bn | 0.000% | -0.098 pp | -0.091 pp | -31.3% | No |
| Citizens Financial Group → CFG | United States | $8.0bn | 0.000% | -0.087 pp | -0.086 pp | -39.8% | No |
| Regions Financial Corporation → RF | United States | $8.6bn | 0.000% | -0.081 pp | -0.083 pp | -34.0% | No |
| Huntington Bancshares → HBAN | United States | $8.4bn | 0.000% | -0.076 pp | -0.076 pp | -32.0% | 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.