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 Banks0.00%-6.50 ppTransaction & Payment Processing Services0.00%-2.00 ppInvestment Banking & Brokerage0.00%-1.19 ppProperty & Casualty Insurance0.00%-1.18 ppFinancial Exchanges & Data0.00%-0.98 ppAsset Management & Custody Banks0.00%-0.91 ppConsumer Finance0.00%-0.88 ppLife & Health Insurance0.00%-0.80 ppInsurance Brokers0.00%-0.59 ppRegional Banks0.00%-0.55 ppMulti-line Insurance0.00%-0.33 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.00%
Industry change · 12M
-0.80 pp
Life & Health Insurance · contribution
-0.797 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $28.0bn | 0.000% | -0.230 pp | -0.234 pp | -25.5% | No |
| Prudential Financial → PRU | United States | $20.7bn | 0.000% | -0.185 pp | -0.216 pp | -40.7% | No |
| Aflac → AFL | United States | $24.7bn | 0.000% | -0.190 pp | -0.215 pp | -30.1% | No |
| Principal Financial Group → PFG | United States | $8.6bn | 0.000% | -0.075 pp | -0.080 pp | -34.8% | No |
| Globe Life → GL | United States | $7.7bn | 0.000% | -0.056 pp | -0.052 pp | -11.5% | No |
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.