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 Banks4.04%-0.73 ppTransaction & Payment Processing Services1.43%-0.50 ppProperty & Casualty Insurance1.14%+0.21 ppConsumer Finance0.66%-0.10 ppFinancial Exchanges & Data1.19%+0.09 ppInsurance Brokers0.81%+0.08 ppInvestment Banking & Brokerage1.41%-0.06 ppAsset Management & Custody Banks0.62%-0.06 ppLife & Health Insurance0.60%+0.03 ppRegional Banks0.46%-0.01 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.23%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.46%
Industry change · 12M
-0.01 pp
Regional Banks · contribution
-0.013 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $26.9bn | 0.092% | -0.013 pp | +0.019 pp | -5.4% | No |
| Fifth Third Bancorp → FITB | United States | $24.9bn | 0.085% | -0.002 pp | -0.017 pp | -15.7% | Yes |
| KeyCorp → KEY | United States | $17.9bn | 0.061% | +0.002 pp | -0.017 pp | -20.4% | Yes |
| Regions Financial Corporation → RF | United States | $22.0bn | 0.075% | +0.002 pp | +0.002 pp | +6.2% | Yes |
| Huntington Bancshares → HBAN | United States | $21.9bn | 0.075% | -0.003 pp | +0.002 pp | +5.3% | Yes |
| Citizens Financial Group → CFG | United States | $21.3bn | 0.073% | +0.001 pp | -0.001 pp | -12.3% | 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.