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%+2.44 ppTransaction & Payment Processing Services2.55%+1.51 ppFinancial Exchanges & Data1.06%+0.52 ppProperty & Casualty Insurance1.12%+0.47 ppInvestment Banking & Brokerage1.16%+0.44 ppConsumer Finance0.85%+0.33 ppLife & Health Insurance0.76%+0.29 ppAsset Management & Custody Banks0.84%+0.28 ppInsurance Brokers0.60%+0.27 ppRegional Banks0.56%+0.19 ppMulti-line Insurance0.35%+0.15 ppReinsurance0.06%+0.03 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
+0.288 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $40.3bn | 0.203% | +0.001 pp | +0.087 pp | +22.4% | No |
| MetLife → MET | United States | $45.9bn | 0.231% | +0.006 pp | +0.085 pp | +16.1% | No |
| Prudential Financial → PRU | United States | $37.6bn | 0.190% | +0.015 pp | +0.061 pp | +4.3% | No |
| Principal Financial Group → PFG | United States | $15.3bn | 0.077% | -0.004 pp | +0.031 pp | +15.2% | No |
| Globe Life → GL | United States | $11.1bn | 0.056% | +0.003 pp | +0.024 pp | +19.9% | 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.