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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.40%
Industry change · 12M
-0.20 pp
Consumer Finance · contribution
-0.197 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2023 · 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 | $124.4bn | 0.271% | -0.134 pp | -0.126 pp | +11.2% | No |
| Capital One → COF | United States | $44.6bn | 0.097% | -0.028 pp | -0.048 pp | +9.1% | No |
| Synchrony Financial → SYF | United States | $14.4bn | 0.031% | -0.011 pp | -0.024 pp | +6.0% | 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.