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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.42%
Industry change · 12M
-0.04 pp
Multi-line Insurance · contribution
-0.038 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2018 · 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 International Group → AIG | United States | $49.6bn | 0.289% | -0.021 pp | -0.039 pp | -12.6% | No |
| Assurant → AIZ | United States | $5.8bn | 0.034% | +0.004 pp | +0.006 pp | +22.1% | Yes |
| Loews Corporation → L | United States | $16.0bn | 0.094% | -0.009 pp | -0.006 pp | -1.4% | No |
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.