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 Banks4.17%-4.27 ppInvestment Banking & Brokerage0.80%-0.82 ppAsset Management & Custody Banks0.54%-0.67 ppProperty & Casualty Insurance0.66%-0.57 ppTransaction & Payment Processing Services0.98%-0.54 ppConsumer Finance0.51%-0.44 ppRegional Banks0.38%-0.40 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.31 ppMulti-line Insurance0.19%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.46%
Industry change · 12M
-0.38 pp
Life & Health Insurance · contribution
-0.385 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $39.1bn | 0.133% | -0.115 pp | -0.155 pp | -19.0% | No |
| MetLife → MET | United States | $41.0bn | 0.139% | -0.132 pp | -0.150 pp | -12.0% | No |
| Principal Financial Group → PFG | United States | $13.3bn | 0.045% | -0.052 pp | -0.066 pp | -28.4% | No |
| Globe Life → GL | United States | $9.5bn | 0.032% | -0.026 pp | -0.027 pp | -6.3% | No |
| Aflac → AFL | United States | $33.1bn | 0.112% | -0.098 pp | +0.013 pp | -0.7% | 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.