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 Banks2.63%-1.07 ppTransaction & Payment Processing Services0.51%-0.73 ppAsset Management & Custody Banks0.90%-0.57 ppProperty & Casualty Insurance0.70%-0.54 ppFinancial Exchanges & Data0.63%-0.51 ppInsurance Brokers0.38%-0.49 ppInvestment Banking & Brokerage1.03%-0.22 ppLife & Health Insurance0.24%-0.20 ppConsumer Finance0.50%-0.16 ppMulti-line Insurance0.11%-0.09 ppRegional Banks0.25%-0.06 ppReinsurance0.02%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.25%
Industry change · 12M
-0.06 pp
Regional Banks · contribution
-0.061 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2026 · 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 | $30.8bn | 0.045% | -0.016 pp | -0.025 pp | +19.1% | No |
| Regions Financial Corporation → RF | United States | $22.6bn | 0.033% | -0.014 pp | -0.014 pp | +25.3% | No |
| KeyCorp → KEY | United States | $21.8bn | 0.032% | -0.012 pp | -0.010 pp | +31.1% | No |
| Huntington Bancshares → HBAN | United States | $31.8bn | 0.046% | -0.003 pp | -0.006 pp | +8.3% | No |
| Citizens Financial Group → CFG | United States | $25.5bn | 0.037% | -0.012 pp | -0.005 pp | +51.7% | No |
| Fifth Third Bancorp → FITB | United States | $41.9bn | 0.061% | +0.000 pp | -0.001 pp | +22.8% | 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.