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
Insurance Brokers99.90%+99.31 ppDiversified Banks0.00%-6.59 ppTransaction & Payment Processing Services0.00%-2.09 ppProperty & Casualty Insurance0.00%-1.22 ppInvestment Banking & Brokerage0.00%-1.17 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.91 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.82 ppRegional Banks0.00%-0.59 ppMulti-line Insurance0.00%-0.38 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
-0.59 pp
Regional Banks · contribution
-0.589 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $13.6bn | 0.000% | -0.082 pp | -0.119 pp | -33.5% | No |
| Fifth Third Bancorp → FITB | United States | $14.1bn | 0.000% | -0.074 pp | -0.116 pp | -29.9% | No |
| KeyCorp → KEY | United States | $11.7bn | 0.000% | -0.063 pp | -0.099 pp | -31.4% | No |
| Citizens Financial Group → CFG | United States | $10.6bn | 0.000% | -0.054 pp | -0.091 pp | -29.7% | No |
| Regions Financial Corporation → RF | United States | $10.4bn | 0.000% | -0.058 pp | -0.086 pp | -28.8% | No |
| Huntington Bancshares → HBAN | United States | $9.4bn | 0.000% | -0.053 pp | -0.079 pp | -31.4% | 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.