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
Diversified Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.47%
Industry change · 12M
+0.24 pp
Regional Banks · contribution
+0.237 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $30.5bn | 0.103% | +0.002 pp | +0.053 pp | +58.7% | Yes |
| Huntington Bancshares → HBAN | United States | $21.8bn | 0.073% | -0.004 pp | +0.041 pp | +18.5% | No |
| KeyCorp → KEY | United States | $23.3bn | 0.078% | +0.004 pp | +0.039 pp | +53.9% | Yes |
| Citizens Financial Group → CFG | United States | $21.9bn | 0.074% | +0.006 pp | +0.037 pp | +47.6% | Yes |
| Regions Financial Corporation → RF | United States | $21.9bn | 0.074% | -0.002 pp | +0.034 pp | +39.0% | Yes |
| M&T Bank → MTB | United States | $21.8bn | 0.073% | +0.010 pp | +0.033 pp | +31.7% | 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.