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
Investment Banking & Brokerage1.68%+0.06 ppFinancial Exchanges & Data0.89%+0.05 ppDiversified Banks8.47%+0.03 ppMulti-line Insurance0.43%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppInsurance Brokers0.53%+0.02 ppRegional Banks0.80%+0.02 ppProperty & Casualty Insurance1.20%-0.02 ppAsset Management & Custody Banks1.23%+0.02 ppLife & Health Insurance0.83%-0.02 ppReinsurance0.06%+0.01 ppConsumer Finance0.95%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.83%
Industry change · 12M
-0.02 pp
Life & Health Insurance · contribution
-0.015 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $44.9bn | 0.269% | -0.018 pp | -0.018 pp | -9.8% | No |
| Aflac → AFL | United States | $17.3bn | 0.104% | +0.005 pp | +0.005 pp | +1.4% | Yes |
| Principal Financial Group → PFG | United States | $18.1bn | 0.108% | -0.003 pp | -0.003 pp | -7.8% | No |
| MetLife → MET | United States | $48.6bn | 0.291% | +0.003 pp | +0.003 pp | -3.1% | Yes |
| Globe Life → GL | United States | $9.7bn | 0.058% | -0.001 pp | -0.001 pp | -6.0% | 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.