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 Technology33.3%+4.48 pp Financials11.4%+0.74 pp Consumer Staples7.3%+0.20 pp Utilities2.8%-0.07 pp Industrials9.8%-0.20 pp Real Estate2.7%-0.24 pp Materials2.6%-0.32 pp Communication Services2.4%-0.40 pp Energy2.6%-0.86 pp Consumer Discretionary10.9%-1.64 pp Health Care14.2%-1.69 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks0.95%+0.46 pp Diversified Banks3.58%+0.30 pp Property & Casualty Insurance1.17%+0.20 pp Transaction & Payment Processing Services1.14%-0.16 pp Consumer Finance0.63%+0.09 pp Insurance Brokers0.75%-0.07 pp Investment Banking & Brokerage1.06%-0.05 pp Life & Health Insurance0.45%-0.04 pp Regional Banks0.33%+0.02 pp Multi-line Insurance0.19%-0.01 pp Reinsurance0.04%-0.01 pp Financial Exchanges & Data1.14%-0.01 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.33%+0.023 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.33%

Industry change · 12M

+0.02 pp

Regional Banks · contribution

+0.023 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$28.9bn	0.070%	+0.021 pp	+0.012 pp	+68.0%	Yes
KeyCorp → KEY	United States	$16.1bn	0.039%	+0.013 pp	+0.005 pp	+59.6%	Yes
Citizens Financial Group → CFG	United States	$19.3bn	0.047%	+0.016 pp	+0.004 pp	+61.3%	Yes
M&T Bank → MTB	United States	$28.7bn	0.069%	+0.021 pp	+0.003 pp	+41.6%	Yes
Regions Financial Corporation → RF	United States	$21.4bn	0.052%	+0.018 pp	-0.003 pp	+32.9%	Yes
Huntington Bancshares → HBAN	United States	$21.7bn	0.053%	+0.014 pp	+0.001 pp	+42.0%	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.