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 Technology30.3%+3.46 pp Consumer Discretionary8.0%+1.23 pp Energy2.3%+0.44 pp Real Estate3.2%+0.18 pp Materials3.2%+0.02 pp Financials13.2%-0.02 pp Utilities3.0%-0.08 pp Health Care16.2%-0.17 pp Consumer Staples6.9%-1.22 pp Communication Services3.7%-1.34 pp Industrials10.0%-2.49 pp

2 · Industry

Inside Financials

Transaction & Payment Processing Services1.81%-0.96 pp Diversified Banks4.71%+0.39 pp Investment Banking & Brokerage1.41%+0.30 pp Insurance Brokers0.68%+0.14 pp Property & Casualty Insurance0.83%-0.08 pp Financial Exchanges & Data1.15%+0.07 pp Regional Banks0.45%+0.07 pp Asset Management & Custody Banks0.69%+0.05 pp Consumer Finance0.68%+0.04 pp Life & Health Insurance0.51%-0.02 pp Reinsurance0.03%-0.00 pp Multi-line Insurance0.22%+0.00 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.45%+0.068 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.45%

Industry change · 12M

+0.07 pp

Regional Banks · contribution

+0.068 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$28.8bn	0.097%	+0.008 pp	+0.021 pp	+71.6%	Yes
Huntington Bancshares → HBAN	United States	$21.5bn	0.073%	-0.004 pp	+0.020 pp	+28.1%	Yes
Regions Financial Corporation → RF	United States	$21.7bn	0.073%	+0.008 pp	+0.011 pp	+53.9%	Yes
Citizens Financial Group → CFG	United States	$20.1bn	0.068%	+0.006 pp	+0.009 pp	+50.1%	Yes
KeyCorp → KEY	United States	$20.9bn	0.071%	+0.006 pp	+0.006 pp	+50.3%	Yes
M&T Bank → MTB	United States	$18.9bn	0.064%	+0.003 pp	+0.000 pp	+29.7%	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.