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 Technology34.8%+5.79 ppFinancials11.4%+0.39 ppUtilities2.9%-0.05 ppIndustrials9.8%-0.10 ppConsumer Staples7.0%-0.16 ppReal Estate2.6%-0.19 ppMaterials2.5%-0.37 ppCommunication Services2.5%-0.40 ppConsumer Discretionary11.2%-0.92 ppEnergy2.5%-1.08 ppHealth Care12.9%-2.90 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks1.03%+0.35 ppDiversified Banks3.51%+0.23 ppInsurance Brokers0.73%-0.13 ppConsumer Finance0.64%+0.11 ppLife & Health Insurance0.44%-0.08 ppInvestment Banking & Brokerage1.11%+0.08 ppTransaction & Payment Processing Services1.18%-0.06 ppFinancial Exchanges & Data1.07%-0.06 ppRegional Banks0.33%+0.05 ppMulti-line Insurance0.18%-0.04 ppReinsurance0.04%-0.02 ppProperty & Casualty Insurance1.11%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.33%+0.051 pp
Broad

The gain is shared across much of the industry.

View all contributions →
Regional Banks · weight
0.33%
Industry change · 12M
+0.05 pp
Regional Banks · contribution
+0.051 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Fifth Third Bancorp →
FITB
United States$29.6bn0.069%+0.018 pp+0.015 pp+91.4%Yes
M&T Bank →
MTB
United States$32.5bn0.076%+0.025 pp+0.013 pp+79.1%Yes
Citizens Financial Group →
CFG
United States$18.9bn0.044%+0.010 pp+0.007 pp+87.9%Yes
Huntington Bancshares →
HBAN
United States$22.6bn0.053%+0.014 pp+0.006 pp+69.3%Yes
KeyCorp →
KEY
United States$16.3bn0.038%+0.011 pp+0.006 pp+78.9%Yes
Regions Financial Corporation →
RF
United States$21.8bn0.051%+0.015 pp+0.005 pp+72.8%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.