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 Banks2.67%+0.24 ppAsset Management & Custody Banks0.50%+0.14 ppProperty & Casualty Insurance0.82%+0.10 ppTransaction & Payment Processing Services0.83%-0.09 ppFinancial Exchanges & Data0.76%-0.07 ppInsurance Brokers0.52%-0.06 ppConsumer Finance0.46%+0.04 ppMulti-line Insurance0.15%+0.01 ppRegional Banks0.23%+0.01 ppLife & Health Insurance0.33%+0.01 ppInvestment Banking & Brokerage0.81%-0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.15%
Industry change · 12M
+0.01 pp
Multi-line Insurance · contribution
+0.008 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $52.3bn | 0.100% | -0.042 pp | +0.006 pp | +52.6% | No |
| Assurant → AIZ | United States | $9.0bn | 0.017% | -0.010 pp | +0.001 pp | +46.6% | No |
| Loews Corporation → L | United States | $17.0bn | 0.033% | -0.015 pp | +0.001 pp | +37.6% | 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.