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 Banks2.52%+2.51 ppTransaction & Payment Processing Services1.41%+1.40 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.51%+0.51 ppProperty & Casualty Insurance0.46%+0.46 ppConsumer Finance0.37%+0.37 ppAsset Management & Custody Banks0.34%+0.34 ppLife & Health Insurance0.29%+0.29 ppInsurance Brokers0.27%+0.27 ppRegional Banks0.23%+0.23 ppMulti-line Insurance0.12%+0.12 ppReinsurance0.02%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.29%
Industry change · 12M
+0.29 pp
Life & Health Insurance · contribution
+0.286 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $50.9bn | 0.102% | -0.075 pp | +0.102 pp | +41.4% | No |
| Prudential Financial → PRU | United States | $34.4bn | 0.069% | -0.058 pp | +0.069 pp | +22.6% | No |
| Aflac → AFL | United States | $33.0bn | 0.066% | -0.065 pp | +0.066 pp | +15.1% | No |
| Principal Financial Group → PFG | United States | $15.4bn | 0.031% | -0.027 pp | +0.031 pp | +33.7% | No |
| Globe Life → GL | United States | $9.6bn | 0.019% | -0.022 pp | +0.019 pp | +1.8% | 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.