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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.23%
Industry change · 12M
-0.21 pp
Regional Banks · contribution
-0.214 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $23.2bn | 0.051% | -0.021 pp | -0.059 pp | -18.6% | No |
| Fifth Third Bancorp → FITB | United States | $19.8bn | 0.043% | -0.017 pp | -0.037 pp | -10.8% | No |
| KeyCorp → KEY | United States | $11.5bn | 0.025% | -0.010 pp | -0.034 pp | -29.1% | No |
| Citizens Financial Group → CFG | United States | $15.6bn | 0.034% | -0.017 pp | -0.031 pp | -11.0% | No |
| Huntington Bancshares → HBAN | United States | $17.7bn | 0.039% | -0.016 pp | -0.027 pp | -3.1% | No |
| Regions Financial Corporation → RF | United States | $19.1bn | 0.042% | -0.016 pp | -0.026 pp | +0.0% | 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.