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 Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.24%
Industry change · 12M
+0.12 pp
Multi-line Insurance · contribution
+0.115 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $47.9bn | 0.161% | -0.008 pp | +0.084 pp | +58.1% | Yes |
| Loews Corporation → L | United States | $15.1bn | 0.051% | +0.003 pp | +0.021 pp | +32.3% | Yes |
| Assurant → AIZ | United States | $8.7bn | 0.029% | -0.002 pp | +0.010 pp | +14.6% | 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.