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 Banks3.84%+1.23 ppAsset Management & Custody Banks1.47%+0.81 ppInvestment Banking & Brokerage1.38%+0.58 ppFinancial Exchanges & Data1.09%+0.32 ppProperty & Casualty Insurance1.09%+0.32 ppTransaction & Payment Processing Services1.08%+0.29 ppConsumer Finance0.71%+0.27 ppInsurance Brokers0.71%+0.19 ppRegional Banks0.31%+0.09 ppLife & Health Insurance0.38%+0.07 ppMulti-line Insurance0.17%+0.03 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.03%+0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.71%
Industry change · 12M
+0.27 pp
Consumer Finance · contribution
+0.266 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 2025 · 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 | $223.5bn | 0.482% | +0.033 pp | +0.170 pp | +39.3% | Yes |
| Capital One → COF | United States | $81.5bn | 0.176% | +0.013 pp | +0.077 pp | +55.8% | Yes |
| Synchrony Financial → SYF | United States | $25.4bn | 0.055% | +0.006 pp | +0.019 pp | +44.2% | 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.