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
Investment Banking & Brokerage1.35%+0.34 ppFinancial Exchanges & Data1.05%-0.17 ppDiversified Banks5.07%+0.16 ppConsumer Finance0.79%+0.15 ppTransaction & Payment Processing Services2.68%-0.10 ppRegional Banks0.46%+0.07 ppProperty & Casualty Insurance0.95%-0.06 ppMulti-line Insurance0.24%+0.02 ppInsurance Brokers0.56%-0.02 ppLife & Health Insurance0.58%+0.00 ppAsset Management & Custody Banks0.71%+0.00 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.24%
Industry change · 12M
+0.02 pp
Multi-line Insurance · contribution
+0.023 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $41.9bn | 0.152% | +0.075 pp | +0.028 pp | +97.5% | Yes |
| Assurant → AIZ | United States | $9.0bn | 0.033% | +0.014 pp | -0.003 pp | +49.7% | Yes |
| Loews Corporation → L | United States | $14.9bn | 0.054% | +0.024 pp | -0.002 pp | +61.9% | 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.