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
Diversified Banks3.84%+0.53 ppAsset Management & Custody Banks1.45%+0.49 ppInvestment Banking & Brokerage1.41%+0.40 ppTransaction & Payment Processing Services0.90%-0.21 ppConsumer Finance0.79%+0.16 ppFinancial Exchanges & Data0.94%-0.16 ppProperty & Casualty Insurance1.00%-0.13 ppLife & Health Insurance0.36%-0.09 ppInsurance Brokers0.64%-0.07 ppMulti-line Insurance0.15%-0.02 ppRegional Banks0.31%-0.01 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.31%
Industry change · 12M
-0.01 pp
Regional Banks · contribution
-0.010 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $29.5bn | 0.059% | -0.000 pp | -0.008 pp | +7.8% | No |
| M&T Bank → MTB | United States | $30.9bn | 0.062% | -0.005 pp | -0.007 pp | +14.1% | No |
| KeyCorp → KEY | United States | $20.5bn | 0.041% | -0.000 pp | +0.004 pp | +16.9% | No |
| Citizens Financial Group → CFG | United States | $22.9bn | 0.046% | +0.004 pp | +0.003 pp | +34.5% | Yes |
| Regions Financial Corporation → RF | United States | $23.5bn | 0.047% | +0.002 pp | -0.003 pp | +17.8% | Yes |
| Huntington Bancshares → HBAN | United States | $25.2bn | 0.050% | -0.002 pp | +0.001 pp | +22.1% | 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.