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 Banks1.67%+0.92 ppDiversified Banks3.87%+0.19 ppInvestment Banking & Brokerage1.26%+0.15 ppFinancial Exchanges & Data1.08%-0.14 ppConsumer Finance0.73%+0.09 ppProperty & Casualty Insurance1.05%-0.09 ppTransaction & Payment Processing Services1.23%-0.08 ppLife & Health Insurance0.43%-0.08 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.70%-0.05 ppReinsurance0.03%-0.02 ppRegional Banks0.33%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.17%
Industry change · 12M
-0.05 pp
Multi-line Insurance · contribution
-0.052 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $45.9bn | 0.102% | -0.013 pp | -0.043 pp | +8.2% | No |
| Loews Corporation → L | United States | $18.6bn | 0.041% | +0.001 pp | -0.007 pp | +17.7% | No |
| Assurant → AIZ | United States | $11.0bn | 0.025% | +0.001 pp | -0.002 pp | +30.2% | 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.