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 Technology28.6%+15.24 pp Health Care16.6%+8.70 pp Financials13.3%+6.14 pp Industrials10.2%+4.03 pp Consumer Staples7.5%+3.95 pp Energy3.1%+1.92 pp Real Estate3.2%+1.74 pp Utilities3.2%+1.64 pp Materials3.2%+1.62 pp Communication Services3.9%+1.42 pp Consumer Discretionary7.2%-46.41 pp

2 · Industry

Inside Financials

Diversified Banks4.67%+2.15 pp Investment Banking & Brokerage1.42%+0.74 pp Financial Exchanges & Data1.08%+0.57 pp Insurance Brokers0.76%+0.49 pp Property & Casualty Insurance0.95%+0.49 pp Consumer Finance0.81%+0.44 pp Asset Management & Custody Banks0.65%+0.32 pp Life & Health Insurance0.58%+0.29 pp Regional Banks0.51%+0.27 pp Transaction & Payment Processing Services1.62%+0.22 pp Multi-line Insurance0.26%+0.14 pp Reinsurance0.04%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.51%+0.274 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.51%

Industry change · 12M

+0.27 pp

Regional Banks · contribution

+0.274 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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	$32.7bn	0.113%	+0.016 pp	+0.064 pp	+41.8%	Yes
Huntington Bancshares → HBAN	United States	$22.3bn	0.077%	+0.005 pp	+0.046 pp	+5.3%	Yes
M&T Bank → MTB	United States	$23.5bn	0.082%	+0.018 pp	+0.043 pp	+24.4%	Yes
KeyCorp → KEY	United States	$23.3bn	0.081%	+0.010 pp	+0.042 pp	+29.9%	Yes
Citizens Financial Group → CFG	United States	$22.1bn	0.077%	+0.009 pp	+0.040 pp	+24.8%	Yes
Regions Financial Corporation → RF	United States	$22.7bn	0.079%	+0.005 pp	+0.039 pp	+20.9%	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.