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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 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
0.47%
Industry change · 12M
-0.37 pp
Life & Health Insurance · contribution
-0.374 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $38.1bn | 0.126% | -0.007 pp | -0.162 pp | -19.6% | No |
| MetLife → MET | United States | $45.1bn | 0.149% | +0.010 pp | -0.140 pp | -1.5% | Yes |
| Principal Financial Group → PFG | United States | $14.2bn | 0.047% | +0.002 pp | -0.065 pp | -23.0% | No |
| Globe Life → GL | United States | $9.3bn | 0.031% | -0.002 pp | -0.029 pp | -7.1% | No |
| Aflac → AFL | United States | $36.3bn | 0.120% | +0.008 pp | +0.021 pp | +10.7% | Yes |
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.