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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.33%
Industry change · 12M
-0.11 pp
Regional Banks · contribution
-0.113 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $18.1bn | 0.062% | -0.020 pp | -0.037 pp | -35.5% | No |
| KeyCorp → KEY | United States | $11.7bn | 0.040% | -0.019 pp | -0.030 pp | -41.6% | No |
| Huntington Bancshares → HBAN | United States | $16.2bn | 0.055% | -0.018 pp | -0.016 pp | -19.6% | No |
| Citizens Financial Group → CFG | United States | $14.7bn | 0.050% | -0.020 pp | -0.014 pp | -30.2% | No |
| Regions Financial Corporation → RF | United States | $17.3bn | 0.059% | -0.014 pp | -0.011 pp | -13.6% | No |
| M&T Bank → MTB | United States | $20.1bn | 0.068% | -0.022 pp | -0.005 pp | -27.4% | 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.