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 Brokers0.58%-99.32 ppDiversified Banks4.70%+4.69 ppTransaction & Payment Processing Services2.44%+2.43 ppInvestment Banking & Brokerage1.46%+1.46 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.78%+0.78 ppAsset Management & Custody Banks0.72%+0.72 ppLife & Health Insurance0.53%+0.53 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.24%+0.24 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.78%
Industry change · 12M
+0.78 pp
Consumer Finance · contribution
+0.783 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 2021 · 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 | $131.8bn | 0.441% | -0.020 pp | +0.440 pp | +65.5% | Yes |
| Capital One → COF | United States | $74.0bn | 0.248% | -0.012 pp | +0.247 pp | +144.0% | Yes |
| Synchrony Financial → SYF | United States | $28.3bn | 0.095% | -0.004 pp | +0.095 pp | +105.5% | 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.