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 Technology36.4%+15.47 pp Financials12.3%+4.20 pp Consumer Discretionary11.6%+3.35 pp Industrials9.9%+2.86 pp Consumer Staples6.8%+1.56 pp Communication Services2.7%+0.86 pp Utilities2.7%+0.78 pp Health Care10.9%+0.56 pp Real Estate2.3%+0.49 pp Energy2.3%+0.23 pp Materials2.2%-30.36 pp

2 · Industry

Inside Financials

Diversified Banks3.84%+1.23 pp Asset Management & Custody Banks1.47%+0.81 pp Investment Banking & Brokerage1.38%+0.58 pp Financial Exchanges & Data1.09%+0.32 pp Property & Casualty Insurance1.09%+0.32 pp Transaction & Payment Processing Services1.08%+0.29 pp Consumer Finance0.71%+0.27 pp Insurance Brokers0.71%+0.19 pp Regional Banks0.31%+0.09 pp Life & Health Insurance0.38%+0.07 pp Multi-line Insurance0.17%+0.03 pp Multi-Sector Holdings0.00%+0.00 pp Reinsurance0.03%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.31%+0.087 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.31%

Industry change · 12M

+0.09 pp

Regional Banks · contribution

+0.087 pp

Company participation

17%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$31.1bn	0.067%	-0.003 pp	+0.020 pp	+31.9%	No
Huntington Bancshares → HBAN	United States	$24.4bn	0.053%	+0.001 pp	+0.017 pp	+32.4%	No
KeyCorp → KEY	United States	$19.1bn	0.041%	-0.001 pp	+0.016 pp	+28.7%	Yes
Fifth Third Bancorp → FITB	United States	$27.5bn	0.059%	-0.003 pp	+0.012 pp	+16.8%	No
Regions Financial Corporation → RF	United States	$21.1bn	0.046%	-0.001 pp	+0.011 pp	+22.4%	No
Citizens Financial Group → CFG	United States	$19.4bn	0.042%	-0.001 pp	+0.011 pp	+29.2%	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.