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 Banks6.45%-1.24 ppInvestment Banking & Brokerage1.13%-0.35 ppTransaction & Payment Processing Services2.07%+0.33 ppAsset Management & Custody Banks0.83%-0.31 ppRegional Banks0.58%-0.15 ppInsurance Brokers0.61%+0.08 ppProperty & Casualty Insurance1.21%+0.07 ppMulti-line Insurance0.37%-0.04 ppLife & Health Insurance0.84%-0.02 ppConsumer Finance0.91%-0.02 ppFinancial Exchanges & Data1.02%+0.01 ppReinsurance0.05%-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
-0.02 pp
Life & Health Insurance · contribution
-0.022 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $40.9bn | 0.220% | +0.005 pp | +0.018 pp | +30.2% | Yes |
| Prudential Financial → PRU | United States | $41.0bn | 0.221% | +0.005 pp | -0.017 pp | +12.4% | Yes |
| MetLife → MET | United States | $47.2bn | 0.254% | +0.020 pp | -0.014 pp | +18.3% | Yes |
| Principal Financial Group → PFG | United States | $16.1bn | 0.087% | +0.007 pp | -0.005 pp | +13.9% | Yes |
| Globe Life → GL | United States | $9.8bn | 0.053% | +0.001 pp | -0.003 pp | +10.8% | 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.