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 Banks7.78%-0.66 ppTransaction & Payment Processing Services1.71%+0.18 ppFinancial Exchanges & Data0.98%+0.14 ppInvestment Banking & Brokerage1.57%-0.05 ppLife & Health Insurance0.90%+0.05 ppAsset Management & Custody Banks1.17%-0.05 ppMulti-line Insurance0.41%-0.04 ppProperty & Casualty Insurance1.18%-0.04 ppRegional Banks0.75%-0.04 ppInsurance Brokers0.53%+0.01 ppConsumer Finance0.95%-0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.90%
Industry change · 12M
+0.05 pp
Life & Health Insurance · contribution
+0.052 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $34.9bn | 0.212% | +0.108 pp | +0.113 pp | +3.4% | Yes |
| Prudential Financial → PRU | United States | $40.7bn | 0.247% | -0.022 pp | -0.041 pp | -17.1% | No |
| Principal Financial Group → PFG | United States | $16.0bn | 0.097% | -0.011 pp | -0.014 pp | -16.8% | No |
| MetLife → MET | United States | $46.8bn | 0.284% | -0.008 pp | -0.005 pp | -2.6% | No |
| Globe Life → GL | United States | $9.6bn | 0.058% | +0.000 pp | -0.001 pp | -6.4% | 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.