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 Banks4.16%-4.28 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.56%-0.66 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.03%-0.49 ppConsumer Finance0.52%-0.43 ppRegional Banks0.37%-0.42 ppLife & Health Insurance0.47%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.33%-0.19 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.20%
Industry change · 12M
-0.26 pp
Multi-line Insurance · contribution
-0.258 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $38.3bn | 0.127% | -0.025 pp | -0.201 pp | -31.1% | No |
| Loews Corporation → L | United States | $15.1bn | 0.050% | -0.001 pp | -0.049 pp | -6.5% | No |
| Assurant → AIZ | United States | $6.0bn | 0.020% | -0.001 pp | -0.008 pp | +8.8% | 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.