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

Universe›Financials›Regional Banks›Regional Banks

1 · Sector

Weight and 12M allocation change

Information Technology26.2%+5.17 pp Consumer Discretionary7.6%+1.03 pp Industrials12.5%+0.98 pp Financials14.5%+0.40 pp Materials3.4%+0.25 pp Energy2.2%-0.33 pp Utilities3.2%-0.52 pp Real Estate3.1%-0.54 pp Communication Services4.6%-0.59 pp Consumer Staples7.1%-2.07 pp Health Care15.5%-3.78 pp

2 · Industry

Inside Financials

Investment Banking & Brokerage1.35%+0.34 pp Financial Exchanges & Data1.05%-0.17 pp Diversified Banks5.07%+0.16 pp Consumer Finance0.79%+0.15 pp Transaction & Payment Processing Services2.68%-0.10 pp Regional Banks0.46%+0.07 pp Property & Casualty Insurance0.95%-0.06 pp Multi-line Insurance0.24%+0.02 pp Insurance Brokers0.56%-0.02 pp Life & Health Insurance0.58%+0.00 pp Asset Management & Custody Banks0.71%+0.00 pp Reinsurance0.04%+0.00 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.46%+0.075 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Regional Banks · weight

0.46%

Industry change · 12M

+0.07 pp

Regional Banks · contribution

+0.075 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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
Fifth Third Bancorp → FITB	United States	$28.7bn	0.104%	+0.055 pp	+0.030 pp	+126.8%	Yes
Regions Financial Corporation → RF	United States	$20.9bn	0.076%	+0.037 pp	+0.018 pp	+111.7%	Yes
Citizens Financial Group → CFG	United States	$19.7bn	0.071%	+0.034 pp	+0.018 pp	+117.0%	Yes
KeyCorp → KEY	United States	$21.1bn	0.076%	+0.037 pp	+0.013 pp	+96.5%	Yes
M&T Bank → MTB	United States	$20.3bn	0.074%	+0.033 pp	-0.008 pp	+46.0%	Yes
Huntington Bancshares → HBAN	United States	$15.6bn	0.057%	+0.024 pp	+0.004 pp	+74.6%	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.