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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.19%
Industry change · 12M
-0.07 pp
Multi-line Insurance · contribution
-0.065 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2023 · 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 | $37.1bn | 0.127% | -0.043 pp | -0.045 pp | -17.8% | No |
| Assurant → AIZ | United States | $6.4bn | 0.022% | -0.002 pp | -0.012 pp | -32.7% | No |
| Loews Corporation → L | United States | $13.6bn | 0.047% | -0.003 pp | -0.008 pp | -10.1% | 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.