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 Banks2.59%-3.62 ppTransaction & Payment Processing Services1.52%-1.11 ppProperty & Casualty Insurance0.53%-0.62 ppFinancial Exchanges & Data0.59%-0.55 ppConsumer Finance0.39%-0.47 ppInvestment Banking & Brokerage0.69%-0.47 ppAsset Management & Custody Banks0.38%-0.42 ppLife & Health Insurance0.31%-0.41 ppInsurance Brokers0.30%-0.33 ppRegional Banks0.24%-0.29 ppMulti-line Insurance0.13%-0.20 ppReinsurance0.02%-0.04 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.24%
Industry change · 12M
-0.29 pp
Regional Banks · contribution
-0.285 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $17.0bn | 0.041% | -0.022 pp | -0.069 pp | -18.4% | Yes |
| KeyCorp → KEY | United States | $16.5bn | 0.039% | -0.021 pp | -0.051 pp | -5.0% | Yes |
| Fifth Third Bancorp → FITB | United States | $20.6bn | 0.049% | -0.029 pp | -0.050 pp | +7.2% | Yes |
| Citizens Financial Group → CFG | United States | $15.6bn | 0.037% | -0.018 pp | -0.043 pp | +2.5% | Yes |
| Huntington Bancshares → HBAN | United States | $13.5bn | 0.032% | -0.018 pp | -0.037 pp | +3.5% | Yes |
| Regions Financial Corporation → RF | United States | $16.3bn | 0.039% | -0.021 pp | -0.035 pp | +14.4% | 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.