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 Banks2.44%-1.82 ppTransaction & Payment Processing Services0.92%-0.67 ppInvestment Banking & Brokerage0.82%-0.53 ppProperty & Casualty Insurance0.72%-0.35 ppFinancial Exchanges & Data0.83%-0.29 ppConsumer Finance0.42%-0.28 ppRegional Banks0.22%-0.28 ppLife & Health Insurance0.32%-0.26 ppAsset Management & Custody Banks0.35%-0.26 ppInsurance Brokers0.57%-0.19 ppMulti-line Insurance0.14%-0.12 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.14%
Industry change · 12M
-0.12 pp
Multi-line Insurance · contribution
-0.118 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $38.2bn | 0.094% | -0.064 pp | -0.073 pp | -7.8% | No |
| Loews Corporation → L | United States | $12.8bn | 0.032% | -0.019 pp | -0.027 pp | -14.1% | No |
| Assurant → AIZ | United States | $6.4bn | 0.016% | -0.008 pp | -0.019 pp | -30.7% | 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.