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 Banks4.36%-4.09 ppInvestment Banking & Brokerage0.82%-0.80 ppAsset Management & Custody Banks0.59%-0.62 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.00%-0.52 ppConsumer Finance0.52%-0.43 ppRegional Banks0.41%-0.38 ppLife & Health Insurance0.48%-0.37 ppFinancial Exchanges & Data0.55%-0.29 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.29%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.48%
Industry change · 12M
-0.37 pp
Life & Health Insurance · contribution
-0.369 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $41.0bn | 0.132% | -0.115 pp | -0.155 pp | -15.1% | No |
| MetLife → MET | United States | $45.7bn | 0.147% | -0.136 pp | -0.141 pp | -1.9% | No |
| Principal Financial Group → PFG | United States | $15.7bn | 0.051% | -0.046 pp | -0.061 pp | -16.9% | No |
| Globe Life → GL | United States | $9.9bn | 0.032% | -0.026 pp | -0.028 pp | -2.9% | No |
| Aflac → AFL | United States | $35.5bn | 0.115% | -0.097 pp | +0.016 pp | +6.7% | 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.