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 Banks3.28%-0.66 ppInvestment Banking & Brokerage1.03%-0.34 ppTransaction & Payment Processing Services1.24%-0.21 ppRegional Banks0.28%-0.19 ppAsset Management & Custody Banks0.69%+0.14 ppFinancial Exchanges & Data1.13%+0.10 ppLife & Health Insurance0.52%-0.09 ppProperty & Casualty Insurance1.14%+0.09 ppInsurance Brokers0.85%+0.08 ppConsumer Finance0.53%-0.06 ppReinsurance0.06%+0.01 ppMulti-line Insurance0.22%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.28%
Industry change · 12M
-0.19 pp
Regional Banks · contribution
-0.191 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $18.7bn | 0.064% | +0.013 pp | -0.041 pp | -30.5% | Yes |
| Citizens Financial Group → CFG | United States | $11.1bn | 0.038% | +0.004 pp | -0.034 pp | -38.8% | Yes |
| Fifth Third Bancorp → FITB | United States | $16.1bn | 0.055% | +0.012 pp | -0.032 pp | -30.2% | Yes |
| Huntington Bancshares → HBAN | United States | $14.0bn | 0.048% | +0.009 pp | -0.030 pp | -32.9% | Yes |
| KeyCorp → KEY | United States | $9.6bn | 0.033% | +0.007 pp | -0.027 pp | -39.2% | Yes |
| Regions Financial Corporation → RF | United States | $13.6bn | 0.046% | +0.005 pp | -0.026 pp | -30.9% | 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.