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 Banks4.45%-2.23 ppTransaction & Payment Processing Services2.77%+0.28 ppLife & Health Insurance0.52%-0.22 ppConsumer Finance0.66%-0.19 ppProperty & Casualty Insurance0.94%-0.18 ppAsset Management & Custody Banks0.65%-0.18 ppRegional Banks0.39%-0.17 ppMulti-line Insurance0.21%-0.12 ppInsurance Brokers0.53%-0.07 ppInvestment Banking & Brokerage1.18%+0.04 ppReinsurance0.04%-0.02 ppFinancial Exchanges & Data1.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.52%
Industry change · 12M
-0.22 pp
Life & Health Insurance · contribution
-0.218 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $31.2bn | 0.126% | +0.126 pp | -0.064 pp | -13.6% | Yes |
| Prudential Financial → PRU | United States | $30.9bn | 0.125% | +0.125 pp | -0.060 pp | -11.4% | Yes |
| MetLife → MET | United States | $42.3bn | 0.171% | +0.171 pp | -0.059 pp | -3.4% | Yes |
| Principal Financial Group → PFG | United States | $13.6bn | 0.055% | +0.055 pp | -0.020 pp | -5.2% | Yes |
| Globe Life → GL | United States | $9.9bn | 0.040% | +0.040 pp | -0.016 pp | -8.9% | 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.