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 Services0.62%-0.51 ppDiversified Banks3.22%-0.49 ppProperty & Casualty Insurance0.80%-0.40 ppInsurance Brokers0.41%-0.37 ppFinancial Exchanges & Data0.77%-0.35 ppAsset Management & Custody Banks1.18%-0.25 ppInvestment Banking & Brokerage1.41%+0.10 ppLife & Health Insurance0.31%-0.08 ppConsumer Finance0.62%-0.06 ppMulti-line Insurance0.13%-0.05 ppRegional Banks0.32%+0.02 ppReinsurance0.02%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Regional Banks
Regional Banks · weight
0.32%
Industry change · 12M
+0.02 pp
Regional Banks · contribution
+0.019 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Fifth Third Bancorp → FITB | United States | $45.3bn | 0.078% | +0.017 pp | +0.021 pp | +35.4% | Yes |
| M&T Bank → MTB | United States | $31.6bn | 0.055% | +0.010 pp | -0.012 pp | +21.9% | Yes |
| Citizens Financial Group → CFG | United States | $26.3bn | 0.046% | +0.011 pp | +0.006 pp | +59.3% | Yes |
| Huntington Bancshares → HBAN | United States | $33.2bn | 0.057% | +0.011 pp | +0.006 pp | +8.7% | Yes |
| Regions Financial Corporation → RF | United States | $23.9bn | 0.041% | +0.008 pp | -0.002 pp | +36.1% | Yes |
| KeyCorp → KEY | United States | $23.1bn | 0.040% | +0.009 pp | +0.001 pp | +38.8% | 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.