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 Banks4.32%-2.28 ppTransaction & Payment Processing Services2.77%+0.22 ppLife & Health Insurance0.53%-0.22 ppProperty & Casualty Insurance0.91%-0.21 ppConsumer Finance0.65%-0.20 ppAsset Management & Custody Banks0.64%-0.19 ppRegional Banks0.38%-0.18 ppMulti-line Insurance0.22%-0.13 ppInsurance Brokers0.54%-0.06 ppInvestment Banking & Brokerage1.11%-0.05 ppFinancial Exchanges & Data1.08%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.53%
Industry change · 12M
-0.22 pp
Life & Health Insurance · contribution
-0.223 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $30.9bn | 0.131% | +0.131 pp | -0.072 pp | -17.7% | Yes |
| Prudential Financial → PRU | United States | $29.9bn | 0.127% | +0.127 pp | -0.062 pp | -14.1% | Yes |
| MetLife → MET | United States | $41.6bn | 0.176% | +0.176 pp | -0.055 pp | -3.0% | Yes |
| Principal Financial Group → PFG | United States | $13.7bn | 0.058% | +0.058 pp | -0.019 pp | -5.1% | Yes |
| Globe Life → GL | United States | $9.7bn | 0.041% | +0.041 pp | -0.015 pp | -8.5% | 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.