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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.80%
Industry change · 12M
-0.03 pp
Life & Health Insurance · contribution
-0.034 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $37.5bn | 0.216% | +0.092 pp | +0.111 pp | +16.9% | Yes |
| MetLife → MET | United States | $40.8bn | 0.234% | +0.089 pp | -0.058 pp | -3.7% | Yes |
| Prudential Financial → PRU | United States | $37.6bn | 0.216% | +0.095 pp | -0.052 pp | -7.8% | Yes |
| Principal Financial Group → PFG | United States | $14.0bn | 0.080% | +0.036 pp | -0.028 pp | -14.2% | Yes |
| Globe Life → GL | United States | $9.0bn | 0.052% | +0.022 pp | -0.007 pp | -1.9% | 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.