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%+99.30 ppDiversified Banks0.00%-6.46 ppTransaction & Payment Processing Services0.00%-2.22 ppProperty & Casualty Insurance0.00%-1.24 ppInvestment Banking & Brokerage0.00%-1.10 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.87 ppAsset Management & Custody Banks0.00%-0.81 ppLife & Health Insurance0.00%-0.77 ppRegional Banks0.00%-0.56 ppMulti-line Insurance0.00%-0.38 ppReinsurance0.00%-0.06 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.00%
Industry change · 12M
-0.56 pp
Regional Banks · contribution
-0.560 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $11.8bn | 0.000% | -0.000 pp | -0.112 pp | -39.6% | No |
| Fifth Third Bancorp → FITB | United States | $15.2bn | 0.000% | +0.000 pp | -0.106 pp | -19.1% | No |
| KeyCorp → KEY | United States | $11.6bn | 0.000% | -0.000 pp | -0.095 pp | -29.6% | No |
| Citizens Financial Group → CFG | United States | $10.8bn | 0.000% | -0.000 pp | -0.084 pp | -24.6% | No |
| Regions Financial Corporation → RF | United States | $11.1bn | 0.000% | -0.000 pp | -0.084 pp | -23.7% | No |
| Huntington Bancshares → HBAN | United States | $9.3bn | 0.000% | -0.000 pp | -0.079 pp | -31.9% | 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.