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 Banks6.68%+2.85 ppTransaction & Payment Processing Services2.49%+1.43 ppFinancial Exchanges & Data1.05%+0.51 ppProperty & Casualty Insurance1.13%+0.47 ppInvestment Banking & Brokerage1.15%+0.45 ppConsumer Finance0.85%+0.37 ppAsset Management & Custody Banks0.83%+0.30 ppInsurance Brokers0.60%+0.29 ppLife & Health Insurance0.74%+0.27 ppRegional Banks0.56%+0.23 ppMulti-line Insurance0.33%+0.14 ppReinsurance0.06%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.33%
Industry change · 12M
+0.14 pp
Multi-line Insurance · contribution
+0.139 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $44.7bn | 0.219% | -0.038 pp | +0.094 pp | +33.6% | No |
| Loews Corporation → L | United States | $15.6bn | 0.077% | -0.006 pp | +0.025 pp | +15.9% | No |
| Assurant → AIZ | United States | $7.9bn | 0.039% | -0.002 pp | +0.019 pp | +49.8% | 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.