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 Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.84%
Industry change · 12M
-0.02 pp
Life & Health Insurance · contribution
-0.016 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $37.6bn | 0.209% | +0.089 pp | +0.100 pp | +13.1% | Yes |
| MetLife → MET | United States | $44.2bn | 0.246% | +0.097 pp | -0.058 pp | +0.5% | Yes |
| Prudential Financial → PRU | United States | $43.2bn | 0.241% | +0.115 pp | -0.035 pp | +3.3% | Yes |
| Principal Financial Group → PFG | United States | $15.9bn | 0.089% | +0.042 pp | -0.017 pp | +0.5% | Yes |
| Globe Life → GL | United States | $9.7bn | 0.054% | +0.023 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.