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 Banks3.78%-1.24 ppTransaction & Payment Processing Services1.49%-0.89 ppConsumer Finance0.59%-0.23 ppInsurance Brokers0.81%+0.15 ppAsset Management & Custody Banks0.55%-0.14 ppProperty & Casualty Insurance1.02%+0.13 ppInvestment Banking & Brokerage1.37%-0.07 ppFinancial Exchanges & Data1.08%-0.03 ppMulti-line Insurance0.22%-0.03 ppLife & Health Insurance0.56%+0.02 ppRegional Banks0.48%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.59%
Industry change · 12M
-0.23 pp
Consumer Finance · contribution
-0.229 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $35.4bn | 0.139% | -0.020 pp | -0.115 pp | -42.0% | No |
| American Express → AXP | United States | $101.1bn | 0.397% | -0.008 pp | -0.070 pp | -18.5% | No |
| Synchrony Financial → SYF | United States | $13.6bn | 0.053% | -0.000 pp | -0.044 pp | -41.0% | 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.