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 Banks6.48%-1.30 ppTransaction & Payment Processing Services2.12%+0.42 ppInvestment Banking & Brokerage1.16%-0.41 ppAsset Management & Custody Banks0.85%-0.31 ppRegional Banks0.58%-0.17 ppInsurance Brokers0.63%+0.10 ppProperty & Casualty Insurance1.27%+0.09 ppLife & Health Insurance0.84%-0.06 ppFinancial Exchanges & Data1.04%+0.06 ppMulti-line Insurance0.39%-0.03 ppConsumer Finance0.93%-0.02 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.84%
Industry change · 12M
-0.06 pp
Life & Health Insurance · contribution
-0.062 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $37.5bn | 0.218% | -0.009 pp | -0.028 pp | -0.7% | Yes |
| MetLife → MET | United States | $43.9bn | 0.256% | +0.005 pp | -0.028 pp | +4.3% | Yes |
| Principal Financial Group → PFG | United States | $14.4bn | 0.084% | -0.001 pp | -0.013 pp | -2.8% | Yes |
| Aflac → AFL | United States | $38.2bn | 0.223% | +0.009 pp | +0.011 pp | +16.4% | Yes |
| Globe Life → GL | United States | $9.4bn | 0.055% | +0.001 pp | -0.004 pp | +1.6% | 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.