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 Technology34.6%+14.94 pp Financials12.3%+4.16 pp Consumer Discretionary12.0%+4.02 pp Industrials10.1%+2.81 pp Consumer Staples7.3%+1.96 pp Communication Services2.7%+0.87 pp Health Care11.2%+0.85 pp Utilities2.9%+0.76 pp Real Estate2.4%+0.60 pp Energy2.3%+0.18 pp Materials2.3%-31.15 pp

2 · Industry

Inside Financials

Diversified Banks3.71%+1.04 pp Asset Management & Custody Banks1.44%+0.94 pp Investment Banking & Brokerage1.31%+0.50 pp Property & Casualty Insurance1.20%+0.38 pp Financial Exchanges & Data1.11%+0.35 pp Transaction & Payment Processing Services1.13%+0.30 pp Insurance Brokers0.79%+0.27 pp Consumer Finance0.68%+0.22 pp Regional Banks0.30%+0.07 pp Life & Health Insurance0.39%+0.06 pp Multi-line Insurance0.18%+0.03 pp Reinsurance0.03%+0.00 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.30%+0.072 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.30%

Industry change · 12M

+0.07 pp

Regional Banks · contribution

+0.072 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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
M&T Bank → MTB	United States	$29.3bn	0.066%	-0.004 pp	+0.018 pp	+24.1%	No
KeyCorp → KEY	United States	$17.4bn	0.039%	-0.003 pp	+0.013 pp	+15.8%	No
Huntington Bancshares → HBAN	United States	$22.8bn	0.052%	-0.002 pp	+0.013 pp	+17.2%	No
Regions Financial Corporation → RF	United States	$19.3bn	0.044%	-0.004 pp	+0.010 pp	+15.7%	No
Citizens Financial Group → CFG	United States	$17.5bn	0.040%	-0.005 pp	+0.009 pp	+19.0%	No
Fifth Third Bancorp → FITB	United States	$25.5bn	0.058%	-0.007 pp	+0.009 pp	+5.9%	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.