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 Banks3.85%+0.45 ppAsset Management & Custody Banks0.76%+0.21 ppProperty & Casualty Insurance1.18%+0.12 ppConsumer Finance0.66%+0.08 ppTransaction & Payment Processing Services1.30%-0.04 ppInvestment Banking & Brokerage1.14%-0.04 ppMulti-line Insurance0.22%+0.03 ppInsurance Brokers0.76%-0.02 ppFinancial Exchanges & Data1.13%-0.01 ppLife & Health Insurance0.49%+0.00 ppRegional Banks0.33%-0.00 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.05%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.22%
Industry change · 12M
+0.03 pp
Multi-line Insurance · contribution
+0.028 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2024 · 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 | $53.2bn | 0.148% | +0.006 pp | +0.021 pp | +58.8% | Yes |
| Assurant → AIZ | United States | $9.8bn | 0.027% | +0.001 pp | +0.005 pp | +59.8% | Yes |
| Loews Corporation → L | United States | $17.4bn | 0.048% | +0.002 pp | +0.002 pp | +35.5% | 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.