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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.89%
Industry change · 12M
-0.07 pp
Consumer Finance · contribution
-0.069 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $21.4bn | 0.125% | -0.029 pp | -0.052 pp | -26.4% | No |
| Capital One → COF | United States | $45.1bn | 0.263% | -0.008 pp | -0.024 pp | -8.5% | No |
| American Express → AXP | United States | $85.7bn | 0.500% | -0.022 pp | +0.008 pp | +0.9% | 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.