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 Banks2.64%-1.01 ppTransaction & Payment Processing Services0.50%-0.68 ppProperty & Casualty Insurance0.66%-0.56 ppFinancial Exchanges & Data0.60%-0.52 ppAsset Management & Custody Banks0.94%-0.50 ppInsurance Brokers0.33%-0.46 ppInvestment Banking & Brokerage1.05%-0.23 ppLife & Health Insurance0.24%-0.18 ppConsumer Finance0.50%-0.17 ppMulti-line Insurance0.10%-0.08 ppRegional Banks0.26%-0.04 ppReinsurance0.02%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.26%
Industry change · 12M
-0.04 pp
Regional Banks · contribution
-0.042 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $32.6bn | 0.044% | -0.021 pp | -0.023 pp | +32.7% | No |
| Regions Financial Corporation → RF | United States | $24.7bn | 0.033% | -0.014 pp | -0.011 pp | +45.8% | No |
| KeyCorp → KEY | United States | $24.1bn | 0.033% | -0.012 pp | -0.007 pp | +55.8% | No |
| Huntington Bancshares → HBAN | United States | $34.0bn | 0.046% | -0.003 pp | -0.005 pp | +19.8% | No |
| Fifth Third Bancorp → FITB | United States | $45.8bn | 0.062% | -0.001 pp | +0.005 pp | +46.3% | Yes |
| Citizens Financial Group → CFG | United States | $27.6bn | 0.038% | -0.014 pp | -0.001 pp | +82.0% | 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.