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 Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.43%
Industry change · 12M
-0.02 pp
Regional Banks · contribution
-0.024 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Huntington Bancshares → HBAN | United States | $18.9bn | 0.068% | -0.005 pp | +0.012 pp | -10.6% | No |
| KeyCorp → KEY | United States | $17.9bn | 0.065% | -0.014 pp | -0.012 pp | -8.3% | No |
| Fifth Third Bancorp → FITB | United States | $25.7bn | 0.093% | -0.010 pp | -0.011 pp | -4.9% | No |
| Citizens Financial Group → CFG | United States | $16.6bn | 0.060% | -0.014 pp | -0.011 pp | -12.7% | No |
| Regions Financial Corporation → RF | United States | $19.4bn | 0.070% | -0.003 pp | -0.006 pp | -2.0% | No |
| M&T Bank → MTB | United States | $21.5bn | 0.078% | +0.004 pp | +0.004 pp | +8.8% | 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.