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 Banks3.54%-0.33 ppTransaction & Payment Processing Services0.68%-0.30 ppFinancial Exchanges & Data0.77%-0.27 ppAsset Management & Custody Banks1.30%-0.21 ppConsumer Finance0.63%-0.21 ppInsurance Brokers0.47%-0.20 ppProperty & Casualty Insurance0.87%-0.15 ppLife & Health Insurance0.33%-0.04 ppInvestment Banking & Brokerage1.44%+0.03 ppMulti-line Insurance0.13%-0.03 ppReinsurance0.02%-0.01 ppRegional Banks0.32%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Consumer Finance
Consumer Finance · weight
0.63%
Industry change · 12M
-0.21 pp
Consumer Finance · contribution
-0.206 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 2026 · 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 | $223.0bn | 0.371% | -0.003 pp | -0.107 pp | +0.7% | Yes |
| Capital One → COF | United States | $131.6bn | 0.219% | +0.016 pp | -0.082 pp | -4.1% | Yes |
| Synchrony Financial → SYF | United States | $25.1bn | 0.042% | +0.000 pp | -0.017 pp | +2.7% | 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.