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 Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.82%
Industry change · 12M
-0.07 pp
Life & Health Insurance · contribution
-0.068 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $41.1bn | 0.219% | -0.022 pp | -0.028 pp | +4.5% | No |
| MetLife → MET | United States | $47.0bn | 0.250% | +0.004 pp | -0.021 pp | +12.2% | Yes |
| Principal Financial Group → PFG | United States | $16.2bn | 0.086% | -0.003 pp | -0.011 pp | +4.1% | Yes |
| Globe Life → GL | United States | $10.0bn | 0.053% | -0.000 pp | -0.005 pp | +4.5% | Yes |
| Aflac → AFL | United States | $39.0bn | 0.207% | -0.002 pp | -0.003 pp | +15.6% | No |
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.