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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.58%
Industry change · 12M
-0.26 pp
Life & Health Insurance · contribution
-0.260 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $24.8bn | 0.139% | -0.042 pp | -0.102 pp | -38.3% | Yes |
| MetLife → MET | United States | $33.0bn | 0.185% | -0.041 pp | -0.061 pp | -18.9% | Yes |
| Aflac → AFL | United States | $26.7bn | 0.150% | -0.037 pp | -0.060 pp | -24.5% | Yes |
| Principal Financial Group → PFG | United States | $10.0bn | 0.056% | -0.017 pp | -0.033 pp | -33.5% | Yes |
| Globe Life → GL | United States | $8.9bn | 0.050% | -0.006 pp | -0.004 pp | -5.3% | 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.