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 Banks4.32%-2.28 ppTransaction & Payment Processing Services2.77%+0.22 ppLife & Health Insurance0.53%-0.22 ppProperty & Casualty Insurance0.91%-0.21 ppConsumer Finance0.65%-0.20 ppAsset Management & Custody Banks0.64%-0.19 ppRegional Banks0.38%-0.18 ppMulti-line Insurance0.22%-0.13 ppInsurance Brokers0.54%-0.06 ppInvestment Banking & Brokerage1.11%-0.05 ppFinancial Exchanges & Data1.08%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.65%
Industry change · 12M
-0.20 pp
Consumer Finance · contribution
-0.204 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $95.5bn | 0.406% | +0.405 pp | -0.090 pp | +0.5% | Yes |
| Capital One → COF | United States | $39.2bn | 0.166% | +0.166 pp | -0.068 pp | -13.2% | Yes |
| Synchrony Financial → SYF | United States | $17.8bn | 0.076% | +0.075 pp | -0.046 pp | -15.6% | 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.