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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.64%
Industry change · 12M
-0.28 pp
Consumer Finance · contribution
-0.279 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2020 · 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 | $73.5bn | 0.411% | -0.113 pp | -0.134 pp | -20.9% | Yes |
| Capital One → COF | United States | $29.6bn | 0.166% | -0.064 pp | -0.076 pp | -29.1% | Yes |
| Synchrony Financial → SYF | United States | $11.6bn | 0.065% | -0.039 pp | -0.069 pp | -41.5% | 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.