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 Banks2.59%-3.62 ppTransaction & Payment Processing Services1.52%-1.11 ppProperty & Casualty Insurance0.53%-0.62 ppFinancial Exchanges & Data0.59%-0.55 ppConsumer Finance0.39%-0.47 ppInvestment Banking & Brokerage0.69%-0.47 ppAsset Management & Custody Banks0.38%-0.42 ppLife & Health Insurance0.31%-0.41 ppInsurance Brokers0.30%-0.33 ppRegional Banks0.24%-0.29 ppMulti-line Insurance0.13%-0.20 ppReinsurance0.02%-0.04 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.31%
Industry change · 12M
-0.41 pp
Life & Health Insurance · contribution
-0.412 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $43.3bn | 0.104% | -0.059 pp | -0.122 pp | +1.6% | Yes |
| Aflac → AFL | United States | $31.7bn | 0.076% | -0.037 pp | -0.111 pp | -10.0% | Yes |
| Prudential Financial → PRU | United States | $31.0bn | 0.074% | -0.045 pp | -0.106 pp | -8.5% | No |
| Principal Financial Group → PFG | United States | $13.5bn | 0.032% | -0.019 pp | -0.040 pp | -2.2% | No |
| Globe Life → GL | United States | $9.5bn | 0.023% | -0.018 pp | -0.033 pp | -12.5% | 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.