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 Technology27.9%+27.90 pp Health Care16.3%+16.24 pp Industrials12.0%+11.94 pp Consumer Discretionary7.1%+7.11 pp Consumer Staples7.0%+6.96 pp Communication Services4.3%+4.32 pp Materials3.3%+3.25 pp Real Estate3.2%+3.20 pp Utilities3.1%+3.05 pp Energy2.0%+2.04 pp Financials13.9%-86.02 pp

2 · Industry

Inside Financials

Insurance Brokers0.58%-99.32 pp Diversified Banks4.70%+4.69 pp Transaction & Payment Processing Services2.44%+2.43 pp Investment Banking & Brokerage1.46%+1.46 pp Financial Exchanges & Data1.10%+1.10 pp Property & Casualty Insurance0.89%+0.89 pp Consumer Finance0.78%+0.78 pp Asset Management & Custody Banks0.72%+0.72 pp Life & Health Insurance0.53%+0.53 pp Regional Banks0.42%+0.42 pp Multi-line Insurance0.24%+0.24 pp Reinsurance0.04%+0.04 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.42%+0.419 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.42%

Industry change · 12M

+0.42 pp

Regional Banks · contribution

+0.419 pp

Company participation

33%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$26.8bn	0.090%	-0.017 pp	+0.090 pp	+95.2%	Yes
Huntington Bancshares → HBAN	United States	$22.9bn	0.077%	+0.019 pp	+0.077 pp	+73.0%	Yes
Regions Financial Corporation → RF	United States	$19.5bn	0.065%	-0.015 pp	+0.065 pp	+83.4%	No
KeyCorp → KEY	United States	$19.4bn	0.065%	-0.015 pp	+0.065 pp	+71.2%	No
Citizens Financial Group → CFG	United States	$18.7bn	0.062%	-0.014 pp	+0.062 pp	+76.5%	No
M&T Bank → MTB	United States	$18.0bn	0.060%	-0.014 pp	+0.060 pp	+39.9%	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.