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 Banks6.21%+2.29 ppTransaction & Payment Processing Services2.63%+1.59 ppFinancial Exchanges & Data1.14%+0.60 ppProperty & Casualty Insurance1.15%+0.51 ppInvestment Banking & Brokerage1.16%+0.45 ppConsumer Finance0.86%+0.37 ppInsurance Brokers0.63%+0.31 ppAsset Management & Custody Banks0.80%+0.27 ppLife & Health Insurance0.72%+0.25 ppRegional Banks0.52%+0.18 ppMulti-line Insurance0.33%+0.13 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.72%
Industry change · 12M
+0.25 pp
Life & Health Insurance · contribution
+0.250 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $45.7bn | 0.226% | -0.003 pp | +0.077 pp | +13.0% | No |
| Aflac → AFL | United States | $37.9bn | 0.187% | -0.017 pp | +0.067 pp | +10.4% | No |
| Prudential Financial → PRU | United States | $36.6bn | 0.181% | -0.010 pp | +0.055 pp | +3.3% | No |
| Principal Financial Group → PFG | United States | $14.7bn | 0.073% | -0.005 pp | +0.026 pp | +10.2% | No |
| Globe Life → GL | United States | $11.3bn | 0.056% | +0.000 pp | +0.025 pp | +25.4% | 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.