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
Asset Management & Custody Banks0.95%+0.46 ppDiversified Banks3.58%+0.30 ppProperty & Casualty Insurance1.17%+0.20 ppTransaction & Payment Processing Services1.14%-0.16 ppConsumer Finance0.63%+0.09 ppInsurance Brokers0.75%-0.07 ppInvestment Banking & Brokerage1.06%-0.05 ppLife & Health Insurance0.45%-0.04 ppRegional Banks0.33%+0.02 ppMulti-line Insurance0.19%-0.01 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.14%-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
-0.01 pp
Multi-line Insurance · contribution
-0.013 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $49.6bn | 0.120% | +0.020 pp | -0.013 pp | +34.5% | Yes |
| Loews Corporation → L | United States | $18.0bn | 0.043% | +0.011 pp | -0.001 pp | +32.4% | Yes |
| Assurant → AIZ | United States | $10.2bn | 0.025% | +0.007 pp | +0.001 pp | +42.7% | 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.