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 Banks7.68%-0.76 ppTransaction & Payment Processing Services1.74%+0.22 ppFinancial Exchanges & Data1.01%+0.17 ppInvestment Banking & Brokerage1.49%-0.13 ppProperty & Casualty Insurance1.14%-0.08 ppAsset Management & Custody Banks1.14%-0.07 ppRegional Banks0.73%-0.05 ppMulti-line Insurance0.42%-0.04 ppConsumer Finance0.94%-0.02 ppInsurance Brokers0.53%+0.01 ppLife & Health Insurance0.86%+0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.86%
Industry change · 12M
+0.01 pp
Life & Health Insurance · contribution
+0.011 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $33.3bn | 0.202% | +0.097 pp | +0.103 pp | -1.3% | Yes |
| Prudential Financial → PRU | United States | $39.3bn | 0.238% | -0.030 pp | -0.049 pp | -19.9% | No |
| MetLife → MET | United States | $44.3bn | 0.269% | -0.023 pp | -0.020 pp | -7.7% | No |
| Principal Financial Group → PFG | United States | $15.2bn | 0.092% | -0.016 pp | -0.019 pp | -20.3% | No |
| Globe Life → GL | United States | $9.2bn | 0.056% | -0.003 pp | -0.004 pp | -10.2% | 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.