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 Banks3.62%-0.31 ppInvestment Banking & Brokerage1.17%-0.24 ppAsset Management & Custody Banks0.77%+0.19 ppProperty & Casualty Insurance1.03%-0.14 ppLife & Health Insurance0.49%-0.12 ppRegional Banks0.33%-0.11 ppTransaction & Payment Processing Services1.26%-0.11 ppInsurance Brokers0.73%-0.09 ppFinancial Exchanges & Data1.21%+0.06 ppMulti-line Insurance0.21%-0.03 ppConsumer Finance0.60%+0.02 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.60%
Industry change · 12M
+0.02 pp
Consumer Finance · contribution
+0.023 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Capital One → COF | United States | $49.9bn | 0.149% | +0.025 pp | +0.021 pp | +44.3% | Yes |
| American Express → AXP | United States | $136.5bn | 0.407% | +0.040 pp | +0.009 pp | +28.7% | Yes |
| Synchrony Financial → SYF | United States | $15.8bn | 0.047% | +0.004 pp | -0.006 pp | +19.8% | 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.