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 Banks6.17%+1.82 ppTransaction & Payment Processing Services2.37%+1.37 ppProperty & Casualty Insurance1.23%+0.58 ppFinancial Exchanges & Data1.13%+0.57 ppConsumer Finance0.88%+0.36 ppInsurance Brokers0.62%+0.32 ppInvestment Banking & Brokerage1.08%+0.27 ppLife & Health Insurance0.74%+0.26 ppAsset Management & Custody Banks0.77%+0.18 ppMulti-line Insurance0.37%+0.14 ppRegional Banks0.54%+0.13 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.37%
Industry change · 12M
+0.14 pp
Multi-line Insurance · contribution
+0.142 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $45.3bn | 0.246% | -0.012 pp | +0.094 pp | +0.7% | Yes |
| Loews Corporation → L | United States | $14.5bn | 0.079% | -0.012 pp | +0.028 pp | -4.0% | No |
| Assurant → AIZ | United States | $7.5bn | 0.041% | +0.005 pp | +0.020 pp | +22.4% | 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.