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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.38%
Industry change · 12M
-0.21 pp
Regional Banks · contribution
-0.213 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $14.6bn | 0.082% | -0.028 pp | -0.049 pp | -32.3% | Yes |
| Citizens Financial Group → CFG | United States | $9.6bn | 0.054% | -0.026 pp | -0.039 pp | -35.1% | Yes |
| KeyCorp → KEY | United States | $11.3bn | 0.063% | -0.028 pp | -0.035 pp | -30.7% | Yes |
| Regions Financial Corporation → RF | United States | $10.3bn | 0.058% | -0.016 pp | -0.030 pp | -27.9% | Yes |
| Fifth Third Bancorp → FITB | United States | $13.3bn | 0.074% | -0.025 pp | -0.030 pp | -32.4% | Yes |
| Huntington Bancshares → HBAN | United States | $9.4bn | 0.053% | -0.016 pp | -0.028 pp | -30.3% | 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.