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 Banks6.46%+2.34 ppTransaction & Payment Processing Services2.23%+1.23 ppProperty & Casualty Insurance1.24%+0.60 ppFinancial Exchanges & Data1.05%+0.53 ppConsumer Finance0.87%+0.36 ppInvestment Banking & Brokerage1.10%+0.33 ppInsurance Brokers0.60%+0.30 ppLife & Health Insurance0.77%+0.29 ppAsset Management & Custody Banks0.81%+0.25 ppRegional Banks0.56%+0.18 ppMulti-line Insurance0.38%+0.16 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.77%
Industry change · 12M
+0.29 pp
Life & Health Insurance · contribution
+0.290 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $38.7bn | 0.206% | -0.015 pp | +0.091 pp | +13.6% | No |
| MetLife → MET | United States | $44.2bn | 0.235% | -0.020 pp | +0.086 pp | +4.8% | No |
| Prudential Financial → PRU | United States | $36.2bn | 0.192% | -0.029 pp | +0.057 pp | -7.3% | No |
| Principal Financial Group → PFG | United States | $15.9bn | 0.085% | -0.002 pp | +0.031 pp | +1.7% | No |
| Globe Life → GL | United States | $10.4bn | 0.055% | +0.002 pp | +0.024 pp | +11.3% | 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.