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 Banks3.83%-4.61 ppInvestment Banking & Brokerage0.69%-0.93 ppAsset Management & Custody Banks0.53%-0.69 ppProperty & Casualty Insurance0.66%-0.56 ppConsumer Finance0.48%-0.48 ppTransaction & Payment Processing Services1.06%-0.47 ppRegional Banks0.33%-0.46 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-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
-0.382 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $33.7bn | 0.120% | -0.014 pp | -0.167 pp | -28.8% | No |
| MetLife → MET | United States | $40.5bn | 0.145% | -0.003 pp | -0.144 pp | -11.4% | No |
| Principal Financial Group → PFG | United States | $12.5bn | 0.045% | -0.008 pp | -0.067 pp | -32.1% | No |
| Globe Life → GL | United States | $8.3bn | 0.030% | -0.001 pp | -0.030 pp | -17.5% | No |
| Aflac → AFL | United States | $34.7bn | 0.124% | +0.009 pp | +0.025 pp | +5.7% | 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.