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 Banks3.28%-0.51 ppInvestment Banking & Brokerage1.11%-0.23 ppTransaction & Payment Processing Services1.29%-0.23 ppRegional Banks0.31%-0.16 ppConsumer Finance0.54%-0.07 ppAsset Management & Custody Banks0.49%-0.07 ppLife & Health Insurance0.50%-0.05 ppFinancial Exchanges & Data1.15%+0.05 ppInsurance Brokers0.82%+0.04 ppMulti-line Insurance0.20%-0.02 ppReinsurance0.05%+0.01 ppProperty & Casualty Insurance0.97%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.54%
Industry change · 12M
-0.07 pp
Consumer Finance · contribution
-0.071 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $116.4bn | 0.371% | +0.080 pp | -0.037 pp | +5.4% | Yes |
| Capital One → COF | United States | $39.1bn | 0.124% | +0.026 pp | -0.021 pp | -1.0% | Yes |
| Synchrony Financial → SYF | United States | $13.5bn | 0.043% | +0.010 pp | -0.013 pp | +1.3% | Yes |
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.