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 Banks4.12%-4.32 ppInvestment Banking & Brokerage0.77%-0.85 ppAsset Management & Custody Banks0.57%-0.65 ppProperty & Casualty Insurance0.65%-0.58 ppTransaction & Payment Processing Services0.99%-0.53 ppConsumer Finance0.51%-0.45 ppRegional Banks0.38%-0.41 ppLife & Health Insurance0.48%-0.36 ppFinancial Exchanges & Data0.52%-0.32 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.30%-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
-0.36 pp
Life & Health Insurance · contribution
-0.364 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $42.3bn | 0.135% | -0.104 pp | -0.153 pp | -12.5% | No |
| MetLife → MET | United States | $46.5bn | 0.148% | -0.121 pp | -0.140 pp | -0.2% | No |
| Principal Financial Group → PFG | United States | $16.7bn | 0.053% | -0.039 pp | -0.058 pp | -10.9% | No |
| Globe Life → GL | United States | $9.8bn | 0.031% | -0.025 pp | -0.029 pp | -4.2% | No |
| Aflac → AFL | United States | $36.1bn | 0.115% | -0.087 pp | +0.016 pp | +8.6% | 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.