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 Banks4.45%-2.23 ppTransaction & Payment Processing Services2.77%+0.28 ppLife & Health Insurance0.52%-0.22 ppConsumer Finance0.66%-0.19 ppProperty & Casualty Insurance0.94%-0.18 ppAsset Management & Custody Banks0.65%-0.18 ppRegional Banks0.39%-0.17 ppMulti-line Insurance0.21%-0.12 ppInsurance Brokers0.53%-0.07 ppInvestment Banking & Brokerage1.18%+0.04 ppReinsurance0.04%-0.02 ppFinancial Exchanges & Data1.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.66%
Industry change · 12M
-0.19 pp
Consumer Finance · contribution
-0.190 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $97.4bn | 0.394% | +0.394 pp | -0.106 pp | -1.1% | Yes |
| Capital One → COF | United States | $45.2bn | 0.183% | +0.183 pp | -0.052 pp | -2.7% | Yes |
| Synchrony Financial → SYF | United States | $20.3bn | 0.082% | +0.082 pp | -0.032 pp | -0.1% | 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.