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 Technology37.5%+17.67 pp Financials12.1%+3.93 pp Consumer Discretionary11.7%+3.50 pp Industrials10.0%+2.95 pp Consumer Staples6.5%+1.39 pp Utilities2.8%+0.81 pp Communication Services2.5%+0.68 pp Real Estate2.3%+0.39 pp Energy2.3%+0.30 pp Health Care10.3%+0.23 pp Materials2.1%-31.86 pp

2 · Industry

Inside Financials

Diversified Banks3.82%+1.21 pp Asset Management & Custody Banks1.55%+0.85 pp Investment Banking & Brokerage1.40%+0.61 pp Consumer Finance0.78%+0.32 pp Financial Exchanges & Data1.09%+0.29 pp Property & Casualty Insurance1.00%+0.23 pp Transaction & Payment Processing Services0.99%+0.19 pp Insurance Brokers0.65%+0.12 pp Regional Banks0.31%+0.06 pp Life & Health Insurance0.36%+0.03 pp Multi-line Insurance0.15%+0.01 pp Reinsurance0.03%-0.00 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.31%+0.065 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.31%

Industry change · 12M

+0.06 pp

Regional Banks · contribution

+0.065 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$19.6bn	0.041%	+0.002 pp	+0.014 pp	+16.6%	Yes
M&T Bank → MTB	United States	$30.3bn	0.064%	-0.003 pp	+0.012 pp	+12.8%	No
Huntington Bancshares → HBAN	United States	$24.0bn	0.051%	-0.000 pp	+0.012 pp	+14.4%	No
Regions Financial Corporation → RF	United States	$22.8bn	0.048%	+0.004 pp	+0.011 pp	+18.1%	Yes
Citizens Financial Group → CFG	United States	$20.7bn	0.044%	+0.005 pp	+0.009 pp	+16.2%	Yes
Fifth Third Bancorp → FITB	United States	$27.7bn	0.059%	+0.001 pp	+0.007 pp	+1.8%	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.