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 Technology25.6%+25.56 pp Health Care15.7%+15.64 pp Industrials12.8%+12.82 pp Consumer Discretionary7.4%+7.37 pp Consumer Staples7.2%+7.19 pp Communication Services4.6%+4.56 pp Materials3.5%+3.50 pp Utilities3.1%+3.09 pp Real Estate3.1%+3.08 pp Energy2.4%+2.35 pp Financials14.7%-85.17 pp

2 · Industry

Inside Financials

Insurance Brokers0.56%-99.34 pp Diversified Banks5.28%+5.27 pp Transaction & Payment Processing Services2.57%+2.57 pp Investment Banking & Brokerage1.44%+1.44 pp Financial Exchanges & Data1.03%+1.03 pp Property & Casualty Insurance0.95%+0.95 pp Consumer Finance0.82%+0.82 pp Asset Management & Custody Banks0.73%+0.73 pp Life & Health Insurance0.60%+0.60 pp Regional Banks0.48%+0.47 pp Multi-line Insurance0.25%+0.25 pp Reinsurance0.04%+0.04 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.48%+0.475 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.48%

Industry change · 12M

+0.47 pp

Regional Banks · contribution

+0.475 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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	$29.7bn	0.106%	+0.057 pp	+0.106 pp	+127.2%	Yes
Regions Financial Corporation → RF	United States	$22.5bn	0.081%	+0.041 pp	+0.081 pp	+116.1%	Yes
KeyCorp → KEY	United States	$22.4bn	0.080%	+0.041 pp	+0.080 pp	+106.2%	Yes
Citizens Financial Group → CFG	United States	$21.3bn	0.076%	+0.039 pp	+0.076 pp	+117.4%	Yes
M&T Bank → MTB	United States	$20.7bn	0.074%	+0.035 pp	+0.074 pp	+57.3%	Yes
Huntington Bancshares → HBAN	United States	$16.1bn	0.058%	+0.027 pp	+0.058 pp	+87.8%	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.