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
Insurance Brokers99.90%+99.30 ppDiversified Banks0.00%-6.46 ppTransaction & Payment Processing Services0.00%-2.22 ppProperty & Casualty Insurance0.00%-1.24 ppInvestment Banking & Brokerage0.00%-1.10 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.87 ppAsset Management & Custody Banks0.00%-0.81 ppLife & Health Insurance0.00%-0.77 ppRegional Banks0.00%-0.56 ppMulti-line Insurance0.00%-0.38 ppReinsurance0.00%-0.06 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.00%
Industry change · 12M
-0.87 pp
Consumer Finance · contribution
-0.868 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $80.7bn | 0.000% | -0.000 pp | -0.521 pp | -13.8% | No |
| Capital One → COF | United States | $32.8bn | 0.000% | +0.000 pp | -0.227 pp | -19.7% | No |
| Synchrony Financial → SYF | United States | $15.3bn | 0.000% | +0.000 pp | -0.120 pp | -20.6% | 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.