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 Banks3.94%-1.11 ppTransaction & Payment Processing Services1.45%-0.63 ppAsset Management & Custody Banks0.55%-0.20 ppConsumer Finance0.59%-0.16 ppFinancial Exchanges & Data1.03%-0.16 ppProperty & Casualty Insurance1.04%+0.15 ppInvestment Banking & Brokerage1.37%-0.12 ppInsurance Brokers0.77%+0.08 ppLife & Health Insurance0.61%+0.08 ppMulti-line Insurance0.23%-0.02 ppRegional Banks0.47%+0.01 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.47%
Industry change · 12M
+0.01 pp
Regional Banks · contribution
+0.015 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $29.6bn | 0.105% | -0.004 pp | +0.042 pp | +17.7% | No |
| KeyCorp → KEY | United States | $16.7bn | 0.059% | +0.001 pp | -0.015 pp | -20.3% | No |
| Fifth Third Bancorp → FITB | United States | $24.5bn | 0.087% | +0.006 pp | -0.014 pp | -15.3% | No |
| Citizens Financial Group → CFG | United States | $20.3bn | 0.072% | +0.007 pp | +0.005 pp | -11.2% | Yes |
| Regions Financial Corporation → RF | United States | $20.5bn | 0.073% | +0.005 pp | -0.003 pp | -4.2% | Yes |
| Huntington Bancshares → HBAN | United States | $21.9bn | 0.078% | +0.012 pp | +0.000 pp | +0.7% | 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.