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 Banks6.60%+2.43 ppTransaction & Payment Processing Services2.34%+1.36 ppFinancial Exchanges & Data1.07%+0.54 ppProperty & Casualty Insurance1.13%+0.48 ppConsumer Finance0.85%+0.33 ppInvestment Banking & Brokerage1.11%+0.32 ppLife & Health Insurance0.76%+0.29 ppInsurance Brokers0.60%+0.28 ppAsset Management & Custody Banks0.82%+0.28 ppRegional Banks0.55%+0.17 ppMulti-line Insurance0.36%+0.16 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.76%
Industry change · 12M
+0.29 pp
Life & Health Insurance · contribution
+0.294 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $39.0bn | 0.203% | -0.004 pp | +0.091 pp | +26.1% | No |
| MetLife → MET | United States | $43.8bn | 0.228% | -0.022 pp | +0.089 pp | +17.9% | No |
| Prudential Financial → PRU | United States | $36.6bn | 0.191% | -0.028 pp | +0.058 pp | +1.5% | No |
| Principal Financial Group → PFG | United States | $14.8bn | 0.077% | -0.009 pp | +0.032 pp | +18.2% | No |
| Globe Life → GL | United States | $10.6bn | 0.055% | +0.002 pp | +0.023 pp | +15.9% | 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.