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 Banks8.03%-0.41 ppFinancial Exchanges & Data0.90%+0.06 ppInvestment Banking & Brokerage1.66%+0.04 ppAsset Management & Custody Banks1.18%-0.04 ppInsurance Brokers0.55%+0.03 ppMulti-line Insurance0.43%-0.02 ppConsumer Finance0.93%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppLife & Health Insurance0.83%-0.01 ppProperty & Casualty Insurance1.23%+0.01 ppReinsurance0.06%+0.01 ppRegional Banks0.79%+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
-0.01 pp
Life & Health Insurance · contribution
-0.014 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $43.7bn | 0.268% | -0.019 pp | -0.019 pp | -12.1% | No |
| Aflac → AFL | United States | $17.1bn | 0.105% | +0.006 pp | +0.006 pp | -0.2% | Yes |
| MetLife → MET | United States | $47.6bn | 0.292% | +0.003 pp | +0.003 pp | -3.7% | Yes |
| Principal Financial Group → PFG | United States | $17.6bn | 0.108% | -0.003 pp | -0.003 pp | -9.1% | No |
| Globe Life → GL | United States | $9.6bn | 0.059% | -0.001 pp | -0.001 pp | -7.4% | 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.