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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.33%
Industry change · 12M
-0.13 pp
Regional Banks · contribution
-0.132 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 |
|---|---|---|---|---|---|---|---|
| Citizens Financial Group → CFG | United States | $15.2bn | 0.045% | +0.008 pp | -0.028 pp | -20.0% | Yes |
| M&T Bank → MTB | United States | $22.9bn | 0.068% | +0.005 pp | -0.024 pp | -7.9% | Yes |
| Regions Financial Corporation → RF | United States | $17.4bn | 0.052% | +0.005 pp | -0.024 pp | -16.8% | Yes |
| KeyCorp → KEY | United States | $13.6bn | 0.040% | +0.008 pp | -0.021 pp | -19.0% | Yes |
| Huntington Bancshares → HBAN | United States | $18.4bn | 0.055% | +0.007 pp | -0.020 pp | -11.4% | Yes |
| Fifth Third Bancorp → FITB | United States | $23.3bn | 0.069% | +0.014 pp | -0.016 pp | -0.9% | 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.