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

Materials34.0%+1.88 pp Financials8.2%+0.50 pp Consumer Staples5.1%+0.15 pp Industrials7.1%+0.09 pp Utilities2.0%-0.12 pp Real Estate1.9%-0.15 pp Communication Services1.8%-0.15 pp Energy2.0%-0.39 pp Information Technology19.8%-0.42 pp Consumer Discretionary8.2%-0.48 pp Health Care10.0%-0.91 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks0.70%+0.35 pp Diversified Banks2.61%+0.12 pp Property & Casualty Insurance0.78%+0.11 pp Transaction & Payment Processing Services0.80%-0.11 pp Consumer Finance0.46%+0.06 pp Investment Banking & Brokerage0.79%-0.04 pp Life & Health Insurance0.32%-0.02 pp Financial Exchanges & Data0.79%+0.01 pp Regional Banks0.24%+0.01 pp Insurance Brokers0.54%+0.00 pp Multi-line Insurance0.14%+0.00 pp Reinsurance0.03%-0.00 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.24%+0.008 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.24%

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

Jul 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	$29.0bn	0.052%	-0.020 pp	+0.009 pp	+52.0%	No
Regions Financial Corporation → RF	United States	$20.5bn	0.037%	-0.015 pp	-0.005 pp	+15.8%	No
KeyCorp → KEY	United States	$15.2bn	0.027%	-0.012 pp	+0.002 pp	+39.8%	No
M&T Bank → MTB	United States	$28.7bn	0.051%	-0.018 pp	+0.001 pp	+28.0%	No
Citizens Financial Group → CFG	United States	$19.4bn	0.035%	-0.011 pp	+0.001 pp	+41.2%	No
Huntington Bancshares → HBAN	United States	$21.7bn	0.039%	-0.018 pp	+0.000 pp	+28.5%	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.