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 Services0.81%-0.38 ppDiversified Banks3.93%+0.33 ppInvestment Banking & Brokerage1.48%+0.33 ppAsset Management & Custody Banks1.43%-0.18 ppConsumer Finance0.86%+0.17 ppInsurance Brokers0.57%-0.12 ppFinancial Exchanges & Data0.95%-0.10 ppProperty & Casualty Insurance0.98%-0.08 ppLife & Health Insurance0.35%-0.06 ppMulti-line Insurance0.16%-0.01 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
-0.009 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $31.0bn | 0.061% | -0.001 pp | -0.010 pp | +10.4% | No |
| KeyCorp → KEY | United States | $22.6bn | 0.044% | +0.003 pp | +0.006 pp | +26.2% | Yes |
| Citizens Financial Group → CFG | United States | $25.1bn | 0.049% | +0.003 pp | +0.005 pp | +38.6% | Yes |
| Huntington Bancshares → HBAN | United States | $25.3bn | 0.050% | -0.001 pp | -0.004 pp | +10.8% | Yes |
| Fifth Third Bancorp → FITB | United States | $30.9bn | 0.061% | +0.002 pp | -0.004 pp | +14.8% | Yes |
| Regions Financial Corporation → RF | United States | $23.8bn | 0.047% | -0.001 pp | -0.002 pp | +20.2% | 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.