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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Transaction & Payment Processing Services1.83%-0.94 ppInvestment Banking & Brokerage1.39%+0.21 ppInsurance Brokers0.67%+0.14 ppFinancial Exchanges & Data1.18%+0.12 ppProperty & Casualty Insurance0.85%-0.10 ppRegional Banks0.43%+0.04 ppAsset Management & Custody Banks0.68%+0.03 ppConsumer Finance0.69%+0.03 ppMulti-line Insurance0.23%+0.01 ppDiversified Banks4.45%-0.00 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.51%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.43%
Industry change · 12M
+0.04 pp
Regional Banks · contribution
+0.043 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Huntington Bancshares → HBAN | United States | $22.3bn | 0.071% | -0.009 pp | +0.019 pp | +27.1% | Yes |
| Fifth Third Bancorp → FITB | United States | $29.8bn | 0.095% | -0.008 pp | +0.016 pp | +62.5% | No |
| KeyCorp → KEY | United States | $21.5bn | 0.069% | -0.004 pp | +0.004 pp | +45.9% | No |
| Regions Financial Corporation → RF | United States | $20.8bn | 0.067% | -0.005 pp | +0.004 pp | +39.4% | No |
| M&T Bank → MTB | United States | $19.8bn | 0.063% | -0.004 pp | -0.003 pp | +24.3% | Yes |
| Citizens Financial Group → CFG | United States | $20.1bn | 0.065% | -0.006 pp | +0.003 pp | +37.0% | 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.