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 Banks5.05%+1.07 ppTransaction & Payment Processing Services2.08%-0.56 ppInvestment Banking & Brokerage1.49%+0.54 ppConsumer Finance0.76%+0.18 ppInsurance Brokers0.69%+0.15 ppAsset Management & Custody Banks0.75%+0.13 ppFinancial Exchanges & Data1.19%+0.10 ppRegional Banks0.46%+0.09 ppProperty & Casualty Insurance0.89%-0.06 ppLife & Health Insurance0.53%+0.04 ppMulti-line Insurance0.25%+0.04 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.76%
Industry change · 12M
+0.18 pp
Consumer Finance · contribution
+0.185 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $134.6bn | 0.450% | -0.015 pp | +0.102 pp | +92.7% | No |
| Capital One → COF | United States | $67.4bn | 0.225% | -0.022 pp | +0.067 pp | +109.7% | No |
| Synchrony Financial → SYF | United States | $25.4bn | 0.085% | -0.007 pp | +0.016 pp | +89.5% | 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.