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 Technology33.1%+5.29 pp Financials12.3%+0.37 pp Communication Services2.8%+0.09 pp Utilities2.9%+0.07 pp Real Estate2.5%-0.09 pp Consumer Staples7.6%-0.20 pp Materials2.3%-0.53 pp Consumer Discretionary11.5%-0.54 pp Energy2.4%-0.88 pp Industrials9.9%-0.92 pp Health Care12.6%-2.65 pp

2 · Industry

Inside Financials

Asset Management & Custody Banks1.44%+0.72 pp Diversified Banks3.65%-0.24 pp Transaction & Payment Processing Services1.18%-0.11 pp Investment Banking & Brokerage1.28%+0.10 pp Life & Health Insurance0.42%-0.06 pp Insurance Brokers0.80%+0.04 pp Multi-line Insurance0.18%-0.04 pp Regional Banks0.30%-0.04 pp Consumer Finance0.66%-0.04 pp Property & Casualty Insurance1.22%+0.03 pp Reinsurance0.04%-0.01 pp Financial Exchanges & Data1.12%+0.01 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.30%-0.036 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Regional Banks · weight

0.30%

Industry change · 12M

-0.04 pp

Regional Banks · contribution

-0.036 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	$23.9bn	0.057%	-0.009 pp	-0.014 pp	+2.3%	No
Regions Financial Corporation → RF	United States	$18.5bn	0.044%	-0.005 pp	-0.007 pp	+10.6%	No
Citizens Financial Group → CFG	United States	$16.1bn	0.039%	-0.008 pp	-0.007 pp	+12.5%	No
Huntington Bancshares → HBAN	United States	$21.2bn	0.051%	-0.005 pp	-0.006 pp	+12.6%	No
M&T Bank → MTB	United States	$27.9bn	0.067%	-0.007 pp	-0.003 pp	+21.2%	No
KeyCorp → KEY	United States	$16.4bn	0.039%	-0.000 pp	+0.000 pp	+7.6%	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.