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 Banks3.98%-2.62 ppTransaction & Payment Processing Services2.64%+0.29 ppConsumer Finance0.57%-0.27 ppLife & Health Insurance0.49%-0.27 ppAsset Management & Custody Banks0.62%-0.20 ppRegional Banks0.37%-0.19 ppProperty & Casualty Insurance0.95%-0.18 ppInvestment Banking & Brokerage0.95%-0.16 ppMulti-line Insurance0.21%-0.15 ppInsurance Brokers0.54%-0.05 ppFinancial Exchanges & Data1.09%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.49%
Industry change · 12M
-0.27 pp
Life & Health Insurance · contribution
-0.268 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $23.8bn | 0.113% | +0.113 pp | -0.090 pp | -34.5% | Yes |
| Prudential Financial → PRU | United States | $25.3bn | 0.120% | +0.120 pp | -0.071 pp | -25.6% | Yes |
| MetLife → MET | United States | $34.4bn | 0.163% | +0.162 pp | -0.066 pp | -15.4% | Yes |
| Principal Financial Group → PFG | United States | $10.8bn | 0.051% | +0.051 pp | -0.026 pp | -22.9% | Yes |
| Globe Life → GL | United States | $8.6bn | 0.041% | +0.041 pp | -0.014 pp | -15.9% | 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.