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

Industrials10.8%+1.00 pp Consumer Discretionary12.0%+1.00 pp Financials11.9%+0.68 pp Information Technology27.8%+0.62 pp Consumer Staples7.8%+0.06 pp Materials2.9%-0.19 pp Energy3.3%-0.23 pp Real Estate2.6%-0.43 pp Communication Services2.7%-0.45 pp Utilities2.9%-0.48 pp Health Care15.3%-1.58 pp

2 · Industry

Inside Financials

Diversified Banks3.90%+0.41 pp Asset Management & Custody Banks0.72%+0.20 pp Property & Casualty Insurance1.19%+0.14 pp Consumer Finance0.70%+0.12 pp Transaction & Payment Processing Services1.29%-0.09 pp Insurance Brokers0.75%-0.07 pp Life & Health Insurance0.48%-0.03 pp Financial Exchanges & Data1.11%-0.02 pp Multi-line Insurance0.22%+0.02 pp Investment Banking & Brokerage1.18%-0.01 pp Regional Banks0.33%+0.00 pp Reinsurance0.05%-0.00 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.33%+0.004 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.33%

Industry change · 12M

+0.00 pp

Regional Banks · contribution

+0.004 pp

Company participation

67%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	$24.8bn	0.072%	+0.003 pp	+0.012 pp	+45.8%	Yes
Regions Financial Corporation → RF	United States	$17.7bn	0.051%	-0.000 pp	-0.006 pp	+11.1%	No
Citizens Financial Group → CFG	United States	$15.6bn	0.045%	-0.000 pp	-0.005 pp	+18.3%	Yes
KeyCorp → KEY	United States	$13.5bn	0.039%	-0.001 pp	+0.004 pp	+38.2%	No
Huntington Bancshares → HBAN	United States	$19.5bn	0.057%	+0.002 pp	+0.002 pp	+26.8%	Yes
M&T Bank → MTB	United States	$24.1bn	0.070%	+0.002 pp	-0.002 pp	+19.5%	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.