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 Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.45%
Industry change · 12M
+0.02 pp
Regional Banks · contribution
+0.016 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $25.0bn | 0.090% | -0.031 pp | +0.027 pp | -2.9% | No |
| Fifth Third Bancorp → FITB | United States | $22.5bn | 0.081% | -0.005 pp | -0.014 pp | -21.9% | No |
| KeyCorp → KEY | United States | $16.3bn | 0.059% | -0.000 pp | -0.010 pp | -21.7% | No |
| Regions Financial Corporation → RF | United States | $20.1bn | 0.073% | -0.001 pp | +0.006 pp | +2.3% | Yes |
| Citizens Financial Group → CFG | United States | $19.4bn | 0.070% | +0.003 pp | +0.005 pp | -13.4% | Yes |
| Huntington Bancshares → HBAN | United States | $20.3bn | 0.073% | -0.001 pp | +0.002 pp | -4.4% | 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.