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 Banks7.98%-0.46 ppFinancial Exchanges & Data0.98%+0.13 ppInsurance Brokers0.55%+0.03 ppTransaction & Payment Processing Services1.55%+0.03 ppAsset Management & Custody Banks1.19%-0.02 ppInvestment Banking & Brokerage1.64%+0.02 ppMulti-line Insurance0.44%-0.01 ppConsumer Finance0.95%-0.01 ppRegional Banks0.79%+0.01 ppLife & Health Insurance0.85%+0.01 ppReinsurance0.06%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.95%
Industry change · 12M
-0.01 pp
Consumer Finance · contribution
-0.010 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| American Express → AXP | United States | $85.0bn | 0.522% | +0.030 pp | +0.030 pp | -0.3% | Yes |
| Synchrony Financial → SYF | United States | $25.0bn | 0.154% | -0.023 pp | -0.023 pp | -16.1% | No |
| Capital One → COF | United States | $44.1bn | 0.271% | -0.017 pp | -0.017 pp | -12.5% | 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.