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 Banks8.03%-0.41 ppFinancial Exchanges & Data0.90%+0.06 ppInvestment Banking & Brokerage1.66%+0.04 ppAsset Management & Custody Banks1.18%-0.04 ppInsurance Brokers0.55%+0.03 ppMulti-line Insurance0.43%-0.02 ppConsumer Finance0.93%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppLife & Health Insurance0.83%-0.01 ppProperty & Casualty Insurance1.23%+0.01 ppReinsurance0.06%+0.01 ppRegional Banks0.79%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.93%
Industry change · 12M
-0.02 pp
Consumer Finance · contribution
-0.022 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Synchrony Financial → SYF | United States | $25.5bn | 0.156% | -0.021 pp | -0.021 pp | -15.2% | No |
| Capital One → COF | United States | $46.6bn | 0.286% | -0.002 pp | -0.002 pp | -7.4% | No |
| American Express → AXP | United States | $80.2bn | 0.492% | +0.000 pp | +0.000 pp | -6.2% | 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.