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 Technology27.5%+27.47 pp Health Care16.1%+16.09 pp Industrials11.8%+11.83 pp Consumer Discretionary7.3%+7.33 pp Consumer Staples7.0%+6.99 pp Communication Services4.3%+4.28 pp Materials3.2%+3.15 pp Real Estate3.1%+3.13 pp Utilities3.0%+2.99 pp Energy2.3%+2.34 pp Financials14.3%-85.61 pp

2 · Industry

Inside Financials

Insurance Brokers0.66%-99.24 pp Diversified Banks5.02%+5.01 pp Transaction & Payment Processing Services2.39%+2.38 pp Investment Banking & Brokerage1.44%+1.44 pp Financial Exchanges & Data1.10%+1.10 pp Property & Casualty Insurance0.89%+0.89 pp Consumer Finance0.82%+0.82 pp Asset Management & Custody Banks0.69%+0.69 pp Life & Health Insurance0.54%+0.54 pp Regional Banks0.46%+0.46 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 Banks0.46%+0.464 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.46%

Industry change · 12M

+0.46 pp

Regional Banks · contribution

+0.464 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$29.3bn	0.103%	+0.008 pp	+0.103 pp	+108.0%	Yes
Huntington Bancshares → HBAN	United States	$22.8bn	0.080%	+0.029 pp	+0.080 pp	+75.8%	Yes
KeyCorp → KEY	United States	$20.7bn	0.073%	+0.002 pp	+0.073 pp	+88.1%	Yes
Regions Financial Corporation → RF	United States	$20.3bn	0.071%	+0.003 pp	+0.071 pp	+90.9%	Yes
Citizens Financial Group → CFG	United States	$20.0bn	0.070%	+0.001 pp	+0.070 pp	+93.8%	Yes
M&T Bank → MTB	United States	$19.2bn	0.067%	+0.001 pp	+0.067 pp	+67.3%	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.