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 Banks3.48%-0.52 ppTransaction & Payment Processing Services1.38%-0.22 ppConsumer Finance0.57%-0.16 ppRegional Banks0.33%-0.10 ppInvestment Banking & Brokerage1.19%-0.08 ppFinancial Exchanges & Data1.14%+0.07 ppLife & Health Insurance0.51%-0.07 ppMulti-line Insurance0.20%-0.07 ppProperty & Casualty Insurance1.06%+0.05 ppAsset Management & Custody Banks0.52%-0.05 ppInsurance Brokers0.82%+0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Reinsurance
Reinsurance · weight
0.05%
Industry change · 12M
+0.01 pp
Reinsurance · contribution
+0.011 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Everest Group → EG | United States | $14.8bn | 0.050% | +0.003 pp | +0.011 pp | +40.6% | 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.