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 Banks4.12%-0.55 ppTransaction & Payment Processing Services1.40%-0.22 ppProperty & Casualty Insurance1.16%+0.21 ppConsumer Finance0.66%-0.15 ppFinancial Exchanges & Data1.14%+0.06 ppRegional Banks0.46%-0.05 ppAsset Management & Custody Banks0.62%-0.04 ppMulti-line Insurance0.23%-0.03 ppInsurance Brokers0.78%+0.03 ppLife & Health Insurance0.59%+0.01 ppReinsurance0.05%+0.01 ppInvestment Banking & Brokerage1.42%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.46%
Industry change · 12M
-0.05 pp
Regional Banks · contribution
-0.045 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Fifth Third Bancorp → FITB | United States | $24.6bn | 0.087% | +0.002 pp | -0.027 pp | -21.4% | Yes |
| KeyCorp → KEY | United States | $17.0bn | 0.060% | +0.000 pp | -0.021 pp | -23.9% | Yes |
| M&T Bank → MTB | United States | $26.1bn | 0.092% | -0.008 pp | +0.010 pp | -13.0% | No |
| Citizens Financial Group → CFG | United States | $20.2bn | 0.071% | +0.000 pp | -0.006 pp | -17.0% | Yes |
| Regions Financial Corporation → RF | United States | $21.8bn | 0.077% | +0.003 pp | -0.002 pp | -0.3% | Yes |
| Huntington Bancshares → HBAN | United States | $22.1bn | 0.078% | +0.002 pp | +0.000 pp | +3.2% | 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.