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 Banks3.90%+0.41 ppAsset Management & Custody Banks0.72%+0.20 ppProperty & Casualty Insurance1.19%+0.14 ppConsumer Finance0.70%+0.12 ppTransaction & Payment Processing Services1.29%-0.09 ppInsurance Brokers0.75%-0.07 ppLife & Health Insurance0.48%-0.03 ppFinancial Exchanges & Data1.11%-0.02 ppMulti-line Insurance0.22%+0.02 ppInvestment Banking & Brokerage1.18%-0.01 ppRegional Banks0.33%+0.00 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.70%
Industry change · 12M
+0.12 pp
Consumer Finance · contribution
+0.124 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2024 · 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 | $168.3bn | 0.488% | +0.053 pp | +0.083 pp | +47.1% | Yes |
| Capital One → COF | United States | $54.5bn | 0.158% | +0.005 pp | +0.033 pp | +50.8% | Yes |
| Synchrony Financial → SYF | United States | $17.7bn | 0.051% | +0.003 pp | +0.008 pp | +53.6% | 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.