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 Banks4.16%-4.28 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.56%-0.66 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.03%-0.49 ppConsumer Finance0.52%-0.43 ppRegional Banks0.37%-0.42 ppLife & Health Insurance0.47%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.33%-0.19 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.47%
Industry change · 12M
-0.38 pp
Life & Health Insurance · contribution
-0.377 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $38.7bn | 0.129% | -0.004 pp | -0.159 pp | -18.2% | No |
| MetLife → MET | United States | $44.0bn | 0.146% | -0.001 pp | -0.142 pp | -3.7% | No |
| Principal Financial Group → PFG | United States | $14.0bn | 0.046% | -0.004 pp | -0.065 pp | -24.2% | No |
| Globe Life → GL | United States | $9.6bn | 0.032% | +0.000 pp | -0.028 pp | -4.3% | No |
| Aflac → AFL | United States | $34.8bn | 0.116% | +0.001 pp | +0.017 pp | +6.1% | 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.