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 Banks1.47%+0.71 ppDiversified Banks3.71%-0.15 ppInvestment Banking & Brokerage1.26%+0.12 ppInsurance Brokers0.86%+0.10 ppProperty & Casualty Insurance1.24%+0.07 ppTransaction & Payment Processing Services1.24%-0.06 ppLife & Health Insurance0.44%-0.05 ppMulti-line Insurance0.19%-0.03 ppRegional Banks0.31%-0.02 ppReinsurance0.04%-0.01 ppConsumer Finance0.66%-0.00 ppFinancial Exchanges & Data1.14%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.31%
Industry change · 12M
-0.02 pp
Regional Banks · contribution
-0.020 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Fifth Third Bancorp → FITB | United States | $26.1bn | 0.062% | -0.002 pp | -0.008 pp | +9.3% | No |
| Regions Financial Corporation → RF | United States | $19.7bn | 0.047% | -0.002 pp | -0.007 pp | +7.8% | No |
| Huntington Bancshares → HBAN | United States | $21.8bn | 0.052% | -0.002 pp | -0.004 pp | +12.3% | No |
| Citizens Financial Group → CFG | United States | $17.9bn | 0.043% | -0.001 pp | -0.004 pp | +17.6% | No |
| M&T Bank → MTB | United States | $29.4bn | 0.070% | -0.001 pp | +0.003 pp | +26.7% | No |
| KeyCorp → KEY | United States | $17.7bn | 0.042% | +0.003 pp | +0.001 pp | +6.3% | 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.