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
Transaction & Payment Processing Services1.52%-0.91 ppDiversified Banks3.79%-0.91 ppInsurance Brokers0.78%+0.20 ppConsumer Finance0.61%-0.17 ppAsset Management & Custody Banks0.55%-0.16 ppInvestment Banking & Brokerage1.34%-0.12 ppProperty & Casualty Insurance0.96%+0.07 ppRegional Banks0.46%+0.04 ppMulti-line Insurance0.22%-0.02 ppLife & Health Insurance0.55%+0.01 ppReinsurance0.04%+0.00 ppFinancial Exchanges & Data1.10%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.61%
Industry change · 12M
-0.17 pp
Consumer Finance · contribution
-0.174 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 2022 · 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 |
|---|---|---|---|---|---|---|---|
| Capital One → COF | United States | $40.6bn | 0.145% | -0.036 pp | -0.102 pp | -35.0% | No |
| Synchrony Financial → SYF | United States | $15.8bn | 0.056% | -0.010 pp | -0.038 pp | -32.7% | No |
| American Express → AXP | United States | $114.0bn | 0.408% | -0.050 pp | -0.033 pp | -7.3% | 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.