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 Banks2.52%+2.51 ppTransaction & Payment Processing Services1.41%+1.40 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.51%+0.51 ppProperty & Casualty Insurance0.46%+0.46 ppConsumer Finance0.37%+0.37 ppAsset Management & Custody Banks0.34%+0.34 ppLife & Health Insurance0.29%+0.29 ppInsurance Brokers0.27%+0.27 ppRegional Banks0.23%+0.23 ppMulti-line Insurance0.12%+0.12 ppReinsurance0.02%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.12%
Industry change · 12M
+0.12 pp
Multi-line Insurance · contribution
+0.116 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2021 · 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 | $38.0bn | 0.076% | -0.065 pp | +0.076 pp | +8.7% | No |
| Loews Corporation → L | United States | $12.8bn | 0.026% | -0.023 pp | +0.025 pp | +5.5% | No |
| Assurant → AIZ | United States | $7.1bn | 0.014% | -0.018 pp | +0.014 pp | +4.4% | 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.