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 Banks6.60%+2.43 ppTransaction & Payment Processing Services2.34%+1.36 ppFinancial Exchanges & Data1.07%+0.54 ppProperty & Casualty Insurance1.13%+0.48 ppConsumer Finance0.85%+0.33 ppInvestment Banking & Brokerage1.11%+0.32 ppLife & Health Insurance0.76%+0.29 ppInsurance Brokers0.60%+0.28 ppAsset Management & Custody Banks0.82%+0.28 ppRegional Banks0.55%+0.17 ppMulti-line Insurance0.36%+0.16 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.85%
Industry change · 12M
+0.33 pp
Consumer Finance · contribution
+0.333 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $96.0bn | 0.500% | -0.049 pp | +0.203 pp | +15.8% | No |
| Capital One → COF | United States | $43.4bn | 0.226% | -0.005 pp | +0.082 pp | +6.4% | No |
| Synchrony Financial → SYF | United States | $22.9bn | 0.119% | -0.008 pp | +0.049 pp | +25.8% | 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.