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 Banks4.26%-1.02 ppTransaction & Payment Processing Services1.59%-0.98 ppInsurance Brokers0.77%+0.21 ppAsset Management & Custody Banks0.61%-0.13 ppProperty & Casualty Insurance1.07%+0.12 ppConsumer Finance0.71%-0.11 ppInvestment Banking & Brokerage1.35%-0.10 ppFinancial Exchanges & Data1.11%+0.09 ppRegional Banks0.50%+0.03 ppLife & Health Insurance0.58%-0.01 ppMulti-line Insurance0.26%+0.01 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.50%
Industry change · 12M
+0.03 pp
Regional Banks · contribution
+0.026 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| M&T Bank → MTB | United States | $32.3bn | 0.116% | +0.035 pp | +0.042 pp | +15.3% | Yes |
| Huntington Bancshares → HBAN | United States | $20.0bn | 0.072% | -0.005 pp | +0.014 pp | -8.9% | No |
| KeyCorp → KEY | United States | $18.6bn | 0.067% | -0.014 pp | -0.013 pp | -10.3% | No |
| Fifth Third Bancorp → FITB | United States | $27.1bn | 0.097% | -0.016 pp | -0.009 pp | -3.8% | No |
| Regions Financial Corporation → RF | United States | $20.6bn | 0.074% | -0.004 pp | -0.006 pp | -2.7% | Yes |
| Citizens Financial Group → CFG | United States | $20.5bn | 0.074% | -0.003 pp | -0.002 pp | -14.1% | 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.