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 Services1.50%-1.13 ppDiversified Banks3.95%-0.98 ppInsurance Brokers0.81%+0.27 ppConsumer Finance0.62%-0.20 ppProperty & Casualty Insurance1.09%+0.20 ppAsset Management & Custody Banks0.57%-0.13 ppInvestment Banking & Brokerage1.30%-0.13 ppFinancial Exchanges & Data1.14%+0.05 ppRegional Banks0.47%+0.05 ppLife & Health Insurance0.58%+0.03 ppMulti-line Insurance0.25%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.47%
Industry change · 12M
+0.05 pp
Regional Banks · contribution
+0.047 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $28.6bn | 0.111% | +0.038 pp | +0.045 pp | +13.0% | Yes |
| Huntington Bancshares → HBAN | United States | $17.3bn | 0.067% | -0.003 pp | +0.016 pp | -12.0% | No |
| KeyCorp → KEY | United States | $16.1bn | 0.062% | -0.007 pp | -0.008 pp | -13.6% | No |
| Fifth Third Bancorp → FITB | United States | $23.1bn | 0.090% | -0.009 pp | -0.005 pp | -9.5% | No |
| Regions Financial Corporation → RF | United States | $17.5bn | 0.068% | -0.002 pp | -0.000 pp | -4.1% | No |
| Citizens Financial Group → CFG | United States | $17.7bn | 0.069% | +0.004 pp | -0.000 pp | -19.4% | 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.