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 Banks1.53%+0.78 ppInvestment Banking & Brokerage1.31%+0.22 ppDiversified Banks3.82%+0.14 ppTransaction & Payment Processing Services1.22%-0.07 ppLife & Health Insurance0.43%-0.05 ppFinancial Exchanges & Data1.11%-0.05 ppConsumer Finance0.70%+0.04 ppMulti-line Insurance0.17%-0.04 ppInsurance Brokers0.80%+0.04 ppReinsurance0.03%-0.01 ppProperty & Casualty Insurance1.13%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Multi-line Insurance
Multi-line Insurance · weight
0.17%
Industry change · 12M
-0.04 pp
Multi-line Insurance · contribution
-0.042 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $49.2bn | 0.110% | +0.004 pp | -0.032 pp | +16.2% | Yes |
| Loews Corporation → L | United States | $18.4bn | 0.041% | -0.000 pp | -0.007 pp | +15.7% | Yes |
| Assurant → AIZ | United States | $10.6bn | 0.024% | -0.002 pp | -0.003 pp | +16.3% | 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.