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

Materials33.4%+3.81 pp Industrials7.3%+0.36 pp Financials8.1%+0.32 pp Consumer Staples5.3%-0.02 pp Energy2.2%-0.17 pp Utilities2.1%-0.18 pp Communication Services1.9%-0.26 pp Real Estate1.8%-0.32 pp Consumer Discretionary7.9%-0.56 pp Health Care10.3%-1.48 pp Information Technology19.7%-1.49 pp

2 · Industry

Inside Financials

Diversified Banks2.67%+0.24 pp Asset Management & Custody Banks0.50%+0.14 pp Property & Casualty Insurance0.82%+0.10 pp Transaction & Payment Processing Services0.83%-0.09 pp Financial Exchanges & Data0.76%-0.07 pp Insurance Brokers0.52%-0.06 pp Consumer Finance0.46%+0.04 pp Multi-line Insurance0.15%+0.01 pp Regional Banks0.23%+0.01 pp Life & Health Insurance0.33%+0.01 pp Investment Banking & Brokerage0.81%-0.00 pp Reinsurance0.03%-0.00 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.23%+0.007 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.23%

Industry change · 12M

+0.01 pp

Regional Banks · contribution

+0.007 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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	$25.6bn	0.049%	-0.018 pp	+0.008 pp	+61.5%	No
Regions Financial Corporation → RF	United States	$17.7bn	0.034%	-0.015 pp	-0.006 pp	+18.0%	No
KeyCorp → KEY	United States	$13.5bn	0.026%	-0.012 pp	+0.004 pp	+64.2%	No
Huntington Bancshares → HBAN	United States	$20.2bn	0.039%	-0.016 pp	+0.002 pp	+42.3%	No
M&T Bank → MTB	United States	$25.3bn	0.048%	-0.018 pp	-0.000 pp	+31.1%	No
Citizens Financial Group → CFG	United States	$16.1bn	0.031%	-0.011 pp	-0.000 pp	+44.7%	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.