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%+2.44 ppTransaction & Payment Processing Services2.55%+1.51 ppFinancial Exchanges & Data1.06%+0.52 ppProperty & Casualty Insurance1.12%+0.47 ppInvestment Banking & Brokerage1.16%+0.44 ppConsumer Finance0.85%+0.33 ppLife & Health Insurance0.76%+0.29 ppAsset Management & Custody Banks0.84%+0.28 ppInsurance Brokers0.60%+0.27 ppRegional Banks0.56%+0.19 ppMulti-line Insurance0.35%+0.15 ppReinsurance0.06%+0.03 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
+0.330 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $98.3bn | 0.495% | -0.048 pp | +0.177 pp | +8.6% | No |
| Capital One → COF | United States | $46.6bn | 0.235% | +0.013 pp | +0.094 pp | +13.5% | Yes |
| Synchrony Financial → SYF | United States | $24.2bn | 0.122% | +0.006 pp | +0.060 pp | +47.7% | 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.