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
Transaction & Payment Processing Services0.79%-0.41 ppInvestment Banking & Brokerage1.41%+0.20 ppInsurance Brokers0.57%-0.17 ppFinancial Exchanges & Data0.92%-0.15 ppProperty & Casualty Insurance0.98%-0.15 ppConsumer Finance0.82%+0.13 ppAsset Management & Custody Banks1.33%-0.11 ppLife & Health Insurance0.34%-0.10 ppRegional Banks0.29%-0.06 ppDiversified Banks3.75%+0.03 ppMulti-line Insurance0.15%-0.03 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.29%
Industry change · 12M
-0.06 pp
Regional Banks · contribution
-0.064 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $29.2bn | 0.057% | -0.008 pp | -0.023 pp | -11.1% | No |
| Fifth Third Bancorp → FITB | United States | $28.7bn | 0.056% | -0.006 pp | -0.015 pp | -6.2% | No |
| Huntington Bancshares → HBAN | United States | $23.8bn | 0.047% | -0.007 pp | -0.011 pp | -5.9% | No |
| Regions Financial Corporation → RF | United States | $22.3bn | 0.044% | -0.007 pp | -0.011 pp | -2.7% | No |
| KeyCorp → KEY | United States | $20.1bn | 0.039% | -0.005 pp | -0.003 pp | -1.1% | No |
| Citizens Financial Group → CFG | United States | $23.2bn | 0.046% | -0.001 pp | -0.001 pp | +16.7% | Yes |
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.