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 Services1.52%-0.91 ppDiversified Banks3.79%-0.91 ppInsurance Brokers0.78%+0.20 ppConsumer Finance0.61%-0.17 ppAsset Management & Custody Banks0.55%-0.16 ppInvestment Banking & Brokerage1.34%-0.12 ppProperty & Casualty Insurance0.96%+0.07 ppRegional Banks0.46%+0.04 ppMulti-line Insurance0.22%-0.02 ppLife & Health Insurance0.55%+0.01 ppReinsurance0.04%+0.00 ppFinancial Exchanges & Data1.10%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.46%
Industry change · 12M
+0.04 pp
Regional Banks · contribution
+0.045 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $31.9bn | 0.114% | -0.002 pp | +0.054 pp | +33.5% | Yes |
| Huntington Bancshares → HBAN | United States | $19.3bn | 0.069% | -0.003 pp | -0.008 pp | -10.0% | Yes |
| Regions Financial Corporation → RF | United States | $20.2bn | 0.072% | -0.002 pp | +0.007 pp | +9.5% | Yes |
| KeyCorp → KEY | United States | $16.5bn | 0.059% | -0.008 pp | -0.006 pp | -9.7% | No |
| Fifth Third Bancorp → FITB | United States | $23.4bn | 0.084% | -0.014 pp | -0.006 pp | -9.5% | No |
| Citizens Financial Group → CFG | United States | $18.2bn | 0.065% | -0.009 pp | +0.003 pp | -13.1% | 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.