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%+15.12 pp Health Care17.0%+8.92 pp Financials12.8%+5.42 pp Consumer Staples7.5%+3.67 pp Industrials10.3%+3.67 pp Energy3.3%+2.11 pp Real Estate3.4%+1.82 pp Utilities3.4%+1.74 pp Materials3.3%+1.63 pp Communication Services3.6%+1.16 pp Consumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Financials

Diversified Banks4.23%+1.60 pp Investment Banking & Brokerage1.34%+0.66 pp Financial Exchanges & Data1.10%+0.58 pp Insurance Brokers0.81%+0.54 pp Property & Casualty Insurance0.99%+0.51 pp Consumer Finance0.72%+0.34 pp Life & Health Insurance0.58%+0.29 pp Transaction & Payment Processing Services1.62%+0.28 pp Asset Management & Custody Banks0.63%+0.27 pp Regional Banks0.45%+0.21 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 Banks0.45%+0.213 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.45%

Industry change · 12M

+0.21 pp

Regional Banks · contribution

+0.213 pp

Company participation

17%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$29.4bn	0.099%	+0.004 pp	+0.047 pp	+18.1%	No
Huntington Bancshares → HBAN	United States	$21.0bn	0.071%	-0.001 pp	+0.039 pp	-3.1%	No
M&T Bank → MTB	United States	$21.9bn	0.074%	+0.010 pp	+0.035 pp	+15.2%	Yes
KeyCorp → KEY	United States	$20.8bn	0.070%	+0.001 pp	+0.032 pp	+15.8%	No
Regions Financial Corporation → RF	United States	$20.9bn	0.070%	+0.004 pp	+0.031 pp	+11.1%	No
Citizens Financial Group → CFG	United States	$19.1bn	0.064%	-0.000 pp	+0.028 pp	+6.2%	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.