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

Universe›Financials›Regional Banks›Regional Banks

1 · Sector

Weight and 12M allocation change

Information Technology39.9%+2.38 pp Energy2.7%+0.38 pp Health Care10.6%+0.37 pp Materials2.0%-0.11 pp Industrials9.9%-0.12 pp Real Estate2.1%-0.17 pp Communication Services2.2%-0.23 pp Utilities2.5%-0.34 pp Consumer Discretionary11.3%-0.38 pp Consumer Staples5.9%-0.60 pp Financials10.9%-1.19 pp

2 · Industry

Inside Financials

Financial Exchanges & Data0.78%-0.31 pp Transaction & Payment Processing Services0.70%-0.29 pp Asset Management & Custody Banks1.28%-0.27 pp Insurance Brokers0.50%-0.15 pp Consumer Finance0.66%-0.12 pp Diversified Banks3.72%-0.10 pp Investment Banking & Brokerage1.49%+0.09 pp Property & Casualty Insurance0.93%-0.07 pp Regional Banks0.35%+0.05 pp Multi-line Insurance0.14%-0.02 pp Reinsurance0.03%-0.00 pp Life & Health Insurance0.36%+0.00 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.35%+0.048 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Regional Banks · weight

0.35%

Industry change · 12M

+0.05 pp

Regional Banks · contribution

+0.048 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$51.2bn	0.089%	+0.027 pp	+0.031 pp	+40.5%	Yes
Huntington Bancshares → HBAN	United States	$34.5bn	0.060%	+0.014 pp	+0.010 pp	+7.6%	Yes
Citizens Financial Group → CFG	United States	$30.3bn	0.053%	+0.015 pp	+0.009 pp	+54.7%	Yes
Regions Financial Corporation → RF	United States	$26.4bn	0.046%	+0.013 pp	-0.002 pp	+27.1%	Yes
KeyCorp → KEY	United States	$24.5bn	0.043%	+0.010 pp	+0.001 pp	+31.4%	Yes
M&T Bank → MTB	United States	$36.1bn	0.063%	+0.019 pp	-0.001 pp	+34.4%	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.