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 Technology34.6%+6.31 pp Utilities2.9%+0.04 pp Consumer Staples7.1%+0.00 pp Real Estate2.6%-0.16 pp Industrials9.7%-0.18 pp Financials11.0%-0.18 pp Materials2.6%-0.35 pp Communication Services2.5%-0.43 pp Consumer Discretionary11.3%-1.04 pp Energy2.5%-1.29 pp Health Care13.5%-2.72 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks0.96%+0.22 pp Transaction & Payment Processing Services1.12%-0.16 pp Insurance Brokers0.71%-0.12 pp Investment Banking & Brokerage1.01%-0.10 pp Consumer Finance0.63%+0.09 pp Property & Casualty Insurance1.14%+0.09 pp Life & Health Insurance0.45%-0.07 pp Diversified Banks3.31%-0.05 pp Multi-line Insurance0.17%-0.04 pp Financial Exchanges & Data1.10%-0.04 pp Reinsurance0.04%-0.01 pp Regional Banks0.32%+0.01 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.32%+0.008 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.32%

Industry change · 12M

+0.01 pp

Regional Banks · contribution

+0.008 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	0.067%	+0.021 pp	+0.010 pp	+75.7%	Yes
Regions Financial Corporation → RF	United States	$21.3bn	0.050%	+0.015 pp	-0.004 pp	+42.6%	Yes
KeyCorp → KEY	United States	$15.8bn	0.037%	+0.012 pp	+0.003 pp	+65.0%	Yes
M&T Bank → MTB	United States	$29.7bn	0.069%	+0.022 pp	-0.001 pp	+46.1%	Yes
Citizens Financial Group → CFG	United States	$18.4bn	0.043%	+0.012 pp	+0.001 pp	+61.5%	Yes
Huntington Bancshares → HBAN	United States	$21.4bn	0.050%	+0.014 pp	-0.001 pp	+48.2%	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.