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 Banks2.64%+2.63 ppTransaction & Payment Processing Services1.35%+1.34 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.52%+0.52 ppProperty & Casualty Insurance0.48%+0.48 ppConsumer Finance0.38%+0.38 ppAsset Management & Custody Banks0.36%+0.36 ppLife & Health Insurance0.30%+0.30 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
0.30%
Industry change · 12M
+0.30 pp
Life & Health Insurance · contribution
+0.296 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $53.8bn | 0.105% | -0.066 pp | +0.105 pp | +108.6% | No |
| Prudential Financial → PRU | United States | $36.2bn | 0.071% | -0.054 pp | +0.071 pp | +86.4% | No |
| Aflac → AFL | United States | $35.2bn | 0.069% | -0.058 pp | +0.069 pp | +53.9% | No |
| Principal Financial Group → PFG | United States | $16.3bn | 0.032% | -0.023 pp | +0.032 pp | +100.6% | No |
| Globe Life → GL | United States | $10.0bn | 0.020% | -0.021 pp | +0.019 pp | +35.6% | 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.