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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.49%
Industry change · 12M
-0.47 pp
Consumer Finance · contribution
-0.470 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $87.7bn | 0.289% | -0.008 pp | -0.203 pp | +4.9% | No |
| Capital One → COF | United States | $38.2bn | 0.126% | -0.019 pp | -0.162 pp | -21.1% | No |
| Synchrony Financial → SYF | United States | $21.6bn | 0.071% | +0.001 pp | -0.106 pp | -22.6% | 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.