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

Materials32.5%+2.94 pp Financials8.1%+0.31 pp Consumer Staples5.2%+0.08 pp Industrials7.1%-0.13 pp Information Technology20.9%-0.23 pp Utilities1.9%-0.23 pp Energy2.1%-0.24 pp Communication Services1.8%-0.26 pp Real Estate1.8%-0.29 pp Consumer Discretionary8.2%-0.72 pp Health Care10.3%-1.24 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks0.66%+0.30 pp Diversified Banks2.62%+0.20 pp Transaction & Payment Processing Services0.79%-0.14 pp Property & Casualty Insurance0.77%+0.08 pp Insurance Brokers0.52%-0.07 pp Financial Exchanges & Data0.76%-0.05 pp Life & Health Insurance0.32%-0.02 pp Consumer Finance0.45%+0.02 pp Regional Banks0.22%+0.01 pp Multi-line Insurance0.14%-0.00 pp Investment Banking & Brokerage0.80%-0.00 pp Multi-Sector Holdings0.00%-0.00 pp Reinsurance0.03%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.22%+0.008 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.22%

Industry change · 12M

+0.01 pp

Regional Banks · contribution

+0.008 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$25.0bn	0.047%	-0.024 pp	+0.006 pp	+45.5%	No
KeyCorp → KEY	United States	$13.4bn	0.025%	-0.016 pp	+0.005 pp	+64.1%	No
Regions Financial Corporation → RF	United States	$18.4bn	0.034%	-0.019 pp	-0.004 pp	+18.5%	No
Citizens Financial Group → CFG	United States	$16.4bn	0.031%	-0.015 pp	+0.002 pp	+46.1%	No
Huntington Bancshares → HBAN	United States	$19.1bn	0.036%	-0.020 pp	-0.000 pp	+28.6%	No
M&T Bank → MTB	United States	$25.3bn	0.047%	-0.020 pp	-0.000 pp	+27.1%	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.