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 Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.58%
Industry change · 12M
-0.11 pp
Consumer Finance · contribution
-0.105 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $35.5bn | 0.128% | -0.011 pp | -0.070 pp | -34.6% | No |
| Synchrony Financial → SYF | United States | $14.8bn | 0.053% | +0.000 pp | -0.028 pp | -27.4% | No |
| American Express → AXP | United States | $110.4bn | 0.398% | +0.001 pp | -0.008 pp | -8.5% | 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.