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 Banks6.68%+2.85 ppTransaction & Payment Processing Services2.49%+1.43 ppFinancial Exchanges & Data1.05%+0.51 ppProperty & Casualty Insurance1.13%+0.47 ppInvestment Banking & Brokerage1.15%+0.45 ppConsumer Finance0.85%+0.37 ppAsset Management & Custody Banks0.83%+0.30 ppInsurance Brokers0.60%+0.29 ppLife & Health Insurance0.74%+0.27 ppRegional Banks0.56%+0.23 ppMulti-line Insurance0.33%+0.14 ppReinsurance0.06%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.74%
Industry change · 12M
+0.27 pp
Life & Health Insurance · contribution
+0.273 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| MetLife → MET | United States | $46.9bn | 0.230% | -0.005 pp | +0.085 pp | +28.8% | No |
| Aflac → AFL | United States | $38.8bn | 0.191% | -0.015 pp | +0.067 pp | +18.6% | No |
| Prudential Financial → PRU | United States | $37.7bn | 0.185% | -0.007 pp | +0.064 pp | +20.1% | No |
| Principal Financial Group → PFG | United States | $15.3bn | 0.075% | -0.010 pp | +0.030 pp | +29.7% | No |
| Globe Life → GL | United States | $11.4bn | 0.056% | +0.000 pp | +0.026 pp | +42.3% | 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.