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 Technology40.9%+4.04 pp Energy3.9%+1.55 pp Health Care10.6%+0.01 pp Communication Services2.3%-0.19 pp Materials2.0%-0.23 pp Real Estate1.9%-0.31 pp Industrials9.3%-0.48 pp Utilities2.2%-0.48 pp Consumer Staples5.5%-0.92 pp Consumer Discretionary10.8%-1.27 pp Financials10.5%-1.72 pp

2 · Industry

Inside Financials

Diversified Banks3.54%-0.33 pp Transaction & Payment Processing Services0.68%-0.30 pp Financial Exchanges & Data0.77%-0.27 pp Asset Management & Custody Banks1.30%-0.21 pp Consumer Finance0.63%-0.21 pp Insurance Brokers0.47%-0.20 pp Property & Casualty Insurance0.87%-0.15 pp Life & Health Insurance0.33%-0.04 pp Investment Banking & Brokerage1.44%+0.03 pp Multi-line Insurance0.13%-0.03 pp Reinsurance0.02%-0.01 pp Regional Banks0.32%-0.00 pp Multi-Sector Holdings0.00%-0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.32%-0.000 pp

Concentrated

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

View all contributions →

Regional Banks · weight

0.32%

Industry change · 12M

-0.00 pp

Regional Banks · contribution

-0.000 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$48.8bn	0.081%	+0.003 pp	+0.018 pp	+21.5%	Yes
M&T Bank → MTB	United States	$33.8bn	0.056%	+0.001 pp	-0.009 pp	+19.5%	Yes
Regions Financial Corporation → RF	United States	$25.5bn	0.042%	+0.001 pp	-0.008 pp	+13.5%	Yes
KeyCorp → KEY	United States	$23.1bn	0.038%	-0.002 pp	-0.006 pp	+16.3%	Yes
Huntington Bancshares → HBAN	United States	$33.8bn	0.056%	-0.001 pp	+0.002 pp	-2.8%	Yes
Citizens Financial Group → CFG	United States	$29.0bn	0.048%	+0.003 pp	+0.002 pp	+35.7%	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.