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 Technology33.7%+4.42 pp Financials12.6%+1.00 pp Consumer Staples7.2%+0.57 pp Utilities2.7%+0.11 pp Communication Services2.7%-0.04 pp Real Estate2.5%-0.34 pp Energy2.6%-0.50 pp Materials2.3%-0.52 pp Consumer Discretionary11.8%-0.67 pp Industrials9.5%-0.95 pp Health Care12.4%-3.07 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks1.53%+0.78 pp Investment Banking & Brokerage1.31%+0.22 pp Diversified Banks3.82%+0.14 pp Transaction & Payment Processing Services1.22%-0.07 pp Life & Health Insurance0.43%-0.05 pp Financial Exchanges & Data1.11%-0.05 pp Consumer Finance0.70%+0.04 pp Multi-line Insurance0.17%-0.04 pp Insurance Brokers0.80%+0.04 pp Reinsurance0.03%-0.01 pp Property & Casualty Insurance1.13%-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

17%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2025 · 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
KeyCorp → KEY	United States	$19.1bn	0.043%	+0.000 pp	+0.005 pp	+26.0%	Yes
M&T Bank → MTB	United States	$31.5bn	0.070%	-0.010 pp	+0.004 pp	+41.7%	No
Citizens Financial Group → CFG	United States	$20.0bn	0.045%	-0.002 pp	+0.003 pp	+51.8%	No
Fifth Third Bancorp → FITB	United States	$28.9bn	0.065%	-0.006 pp	-0.002 pp	+31.3%	No
Regions Financial Corporation → RF	United States	$21.5bn	0.048%	-0.007 pp	-0.001 pp	+31.5%	No
Huntington Bancshares → HBAN	United States	$23.9bn	0.054%	-0.004 pp	-0.001 pp	+32.0%	No

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.