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 Technology34.0%+4.14 pp Financials12.2%+0.98 pp Consumer Staples6.9%+0.08 pp Industrials9.8%+0.03 pp Utilities2.8%-0.10 pp Communication Services2.6%-0.24 pp Consumer Discretionary12.0%-0.29 pp Real Estate2.5%-0.34 pp Materials2.4%-0.46 pp Energy2.6%-0.67 pp Health Care12.1%-3.14 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks1.44%+0.72 pp Diversified Banks3.72%+0.30 pp Investment Banking & Brokerage1.20%+0.13 pp Consumer Finance0.69%+0.13 pp Financial Exchanges & Data1.08%-0.11 pp Insurance Brokers0.73%-0.09 pp Transaction & Payment Processing Services1.19%-0.07 pp Life & Health Insurance0.44%-0.06 pp Regional Banks0.35%+0.05 pp Multi-line Insurance0.17%-0.05 pp Property & Casualty Insurance1.13%+0.04 pp Reinsurance0.04%-0.02 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.35%+0.051 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.35%

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

Nov 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
M&T Bank → MTB	United States	$36.5bn	0.081%	+0.011 pp	+0.014 pp	+76.2%	Yes
Fifth Third Bancorp → FITB	United States	$32.2bn	0.071%	+0.001 pp	+0.010 pp	+72.5%	Yes
Citizens Financial Group → CFG	United States	$21.2bn	0.047%	+0.000 pp	+0.007 pp	+84.5%	Yes
Huntington Bancshares → HBAN	United States	$26.2bn	0.058%	+0.005 pp	+0.007 pp	+67.6%	Yes
KeyCorp → KEY	United States	$19.3bn	0.043%	+0.004 pp	+0.006 pp	+63.8%	Yes
Regions Financial Corporation → RF	United States	$24.8bn	0.055%	+0.003 pp	+0.006 pp	+71.9%	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.