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 Technology27.3%+27.25 pp Health Care16.4%+16.43 pp Industrials12.2%+12.14 pp Consumer Discretionary7.3%+7.28 pp Consumer Staples7.1%+7.13 pp Communication Services4.4%+4.36 pp Materials3.3%+3.25 pp Real Estate3.2%+3.19 pp Utilities3.0%+3.01 pp Energy2.1%+2.14 pp Financials13.7%-86.17 pp

2 · Industry

Inside Financials

Insurance Brokers0.56%-99.35 pp Diversified Banks4.61%+4.60 pp Transaction & Payment Processing Services2.56%+2.56 pp Investment Banking & Brokerage1.39%+1.39 pp Financial Exchanges & Data1.10%+1.10 pp Property & Casualty Insurance0.87%+0.87 pp Consumer Finance0.80%+0.80 pp Asset Management & Custody Banks0.69%+0.69 pp Life & Health Insurance0.53%+0.52 pp Regional Banks0.39%+0.39 pp Multi-line Insurance0.22%+0.22 pp Reinsurance0.03%+0.03 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.39%+0.386 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.39%

Industry change · 12M

+0.39 pp

Regional Banks · contribution

+0.386 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$25.5bn	0.088%	-0.017 pp	+0.088 pp	+89.6%	Yes
KeyCorp → KEY	United States	$19.1bn	0.065%	-0.011 pp	+0.065 pp	+70.9%	Yes
Regions Financial Corporation → RF	United States	$18.5bn	0.063%	-0.012 pp	+0.063 pp	+83.9%	Yes
Citizens Financial Group → CFG	United States	$18.0bn	0.062%	-0.010 pp	+0.062 pp	+77.2%	Yes
M&T Bank → MTB	United States	$17.2bn	0.059%	-0.014 pp	+0.059 pp	+30.6%	Yes
Huntington Bancshares → HBAN	United States	$14.3bn	0.049%	-0.007 pp	+0.049 pp	+59.2%	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.