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 Services1.51%-1.05 ppDiversified Banks3.72%-0.89 ppInsurance Brokers0.76%+0.21 ppConsumer Finance0.60%-0.21 ppAsset Management & Custody Banks0.55%-0.13 ppInvestment Banking & Brokerage1.28%-0.11 ppRegional Banks0.45%+0.06 ppProperty & Casualty Insurance0.90%+0.04 ppFinancial Exchanges & Data1.12%+0.02 ppMulti-line Insurance0.22%+0.00 ppReinsurance0.04%+0.00 ppLife & Health Insurance0.52%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.45%
Industry change · 12M
+0.06 pp
Regional Banks · contribution
+0.061 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $31.8bn | 0.109% | +0.032 pp | +0.050 pp | +36.5% | Yes |
| Huntington Bancshares → HBAN | United States | $19.2bn | 0.066% | -0.003 pp | +0.017 pp | -1.5% | No |
| Fifth Third Bancorp → FITB | United States | $23.4bn | 0.080% | -0.012 pp | -0.007 pp | -3.2% | No |
| KeyCorp → KEY | United States | $17.1bn | 0.059% | -0.006 pp | -0.007 pp | -3.6% | No |
| Regions Financial Corporation → RF | United States | $19.8bn | 0.068% | -0.002 pp | +0.005 pp | +13.6% | No |
| Citizens Financial Group → CFG | United States | $18.8bn | 0.065% | +0.005 pp | +0.003 pp | -7.6% | 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.