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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.33%
Industry change · 12M
-0.10 pp
Multi-line Insurance · contribution
-0.097 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2019 · 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 | $37.4bn | 0.215% | +0.090 pp | -0.086 pp | -18.6% | Yes |
| Loews Corporation → L | United States | $14.9bn | 0.086% | +0.035 pp | -0.015 pp | -3.1% | Yes |
| Assurant → AIZ | United States | $5.9bn | 0.034% | +0.014 pp | +0.004 pp | +6.3% | 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.