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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.88%
Industry change · 12M
+0.04 pp
Life & Health Insurance · contribution
+0.038 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $36.0bn | 0.210% | +0.101 pp | +0.111 pp | +6.8% | Yes |
| Prudential Financial → PRU | United States | $42.4bn | 0.247% | -0.029 pp | -0.040 pp | -13.6% | No |
| MetLife → MET | United States | $46.5bn | 0.271% | -0.032 pp | -0.017 pp | -3.1% | No |
| Principal Financial Group → PFG | United States | $16.6bn | 0.097% | -0.008 pp | -0.014 pp | -12.5% | No |
| Globe Life → GL | United States | $10.0bn | 0.058% | -0.002 pp | -0.001 pp | -2.7% | 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.