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 Banks6.84%-1.63 ppInvestment Banking & Brokerage1.24%-0.45 ppTransaction & Payment Processing Services1.97%+0.43 ppAsset Management & Custody Banks0.95%-0.28 ppRegional Banks0.63%-0.17 ppMulti-line Insurance0.34%-0.09 ppFinancial Exchanges & Data0.97%+0.08 ppConsumer Finance0.89%-0.07 ppInsurance Brokers0.60%+0.06 ppProperty & Casualty Insurance1.17%-0.03 ppReinsurance0.05%-0.01 ppLife & Health Insurance0.83%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.83%
Industry change · 12M
-0.00 pp
Life & Health Insurance · contribution
-0.001 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $36.9bn | 0.214% | +0.098 pp | +0.110 pp | +13.1% | Yes |
| Prudential Financial → PRU | United States | $39.2bn | 0.227% | +0.099 pp | -0.042 pp | -6.3% | Yes |
| MetLife → MET | United States | $43.3bn | 0.251% | +0.104 pp | -0.041 pp | +1.6% | Yes |
| Principal Financial Group → PFG | United States | $14.7bn | 0.085% | +0.039 pp | -0.023 pp | -12.3% | Yes |
| Globe Life → GL | United States | $9.2bn | 0.053% | +0.021 pp | -0.005 pp | -2.5% | 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.