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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Asset Management & Custody Banks1.61%+0.83 ppFinancial Exchanges & Data1.05%-0.16 ppConsumer Finance0.69%+0.08 ppLife & Health Insurance0.42%-0.08 ppTransaction & Payment Processing Services1.19%-0.07 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.69%-0.04 ppProperty & Casualty Insurance1.06%+0.03 ppDiversified Banks3.60%-0.02 ppRegional Banks0.32%-0.01 ppReinsurance0.04%-0.01 ppInvestment Banking & Brokerage1.16%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.32%
Industry change · 12M
-0.01 pp
Regional Banks · contribution
-0.013 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $28.4bn | 0.064% | -0.003 pp | -0.006 pp | +27.2% | No |
| Regions Financial Corporation → RF | United States | $21.4bn | 0.048% | -0.001 pp | -0.005 pp | +27.0% | No |
| M&T Bank → MTB | United States | $31.2bn | 0.071% | +0.001 pp | +0.003 pp | +41.7% | Yes |
| Citizens Financial Group → CFG | United States | $19.3bn | 0.044% | +0.001 pp | -0.002 pp | +38.0% | Yes |
| KeyCorp → KEY | United States | $17.0bn | 0.039% | +0.002 pp | -0.002 pp | +25.3% | Yes |
| Huntington Bancshares → HBAN | United States | $23.6bn | 0.054% | +0.004 pp | -0.001 pp | +33.7% | 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.