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

Universe›Financials›Regional Banks›Regional Banks

1 · Sector

Weight and 12M allocation change

Information Technology28.3%+1.04 pp Financials11.9%+0.79 pp Consumer Discretionary12.0%+0.65 pp Industrials10.6%+0.56 pp Consumer Staples7.5%-0.03 pp Materials2.9%-0.23 pp Energy3.3%-0.30 pp Real Estate2.7%-0.32 pp Communication Services2.8%-0.43 pp Utilities2.7%-0.60 pp Health Care15.4%-1.13 pp

2 · Industry

Inside Financials

Diversified Banks3.85%+0.45 pp Asset Management & Custody Banks0.76%+0.21 pp Property & Casualty Insurance1.18%+0.12 pp Consumer Finance0.66%+0.08 pp Transaction & Payment Processing Services1.30%-0.04 pp Investment Banking & Brokerage1.14%-0.04 pp Multi-line Insurance0.22%+0.03 pp Insurance Brokers0.76%-0.02 pp Financial Exchanges & Data1.13%-0.01 pp Life & Health Insurance0.49%+0.00 pp Regional Banks0.33%-0.00 pp Multi-Sector Holdings0.00%+0.00 pp Reinsurance0.05%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.33%-0.000 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Regional Banks · weight

0.33%

Industry change · 12M

-0.00 pp

Regional Banks · contribution

-0.000 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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
Fifth Third Bancorp → FITB	United States	$25.3bn	0.070%	+0.000 pp	+0.009 pp	+46.3%	Yes
Regions Financial Corporation → RF	United States	$19.3bn	0.054%	-0.000 pp	-0.006 pp	+19.4%	Yes
Citizens Financial Group → CFG	United States	$16.6bn	0.046%	+0.000 pp	-0.004 pp	+26.7%	Yes
M&T Bank → MTB	United States	$24.2bn	0.067%	-0.001 pp	-0.001 pp	+26.6%	Yes
KeyCorp → KEY	United States	$14.8bn	0.041%	+0.001 pp	+0.001 pp	+35.6%	Yes
Huntington Bancshares → HBAN	United States	$20.2bn	0.056%	+0.001 pp	+0.001 pp	+31.3%	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.