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
Investment Banking & Brokerage1.35%+0.34 ppFinancial Exchanges & Data1.05%-0.17 ppDiversified Banks5.07%+0.16 ppConsumer Finance0.79%+0.15 ppTransaction & Payment Processing Services2.68%-0.10 ppRegional Banks0.46%+0.07 ppProperty & Casualty Insurance0.95%-0.06 ppMulti-line Insurance0.24%+0.02 ppInsurance Brokers0.56%-0.02 ppLife & Health Insurance0.58%+0.00 ppAsset Management & Custody Banks0.71%+0.00 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.58%
Industry change · 12M
+0.00 pp
Life & Health Insurance · contribution
+0.004 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $56.3bn | 0.204% | +0.100 pp | +0.019 pp | +85.0% | Yes |
| Aflac → AFL | United States | $36.5bn | 0.132% | +0.056 pp | -0.017 pp | +48.5% | Yes |
| Globe Life → GL | United States | $10.6bn | 0.038% | +0.016 pp | -0.011 pp | +25.6% | Yes |
| Principal Financial Group → PFG | United States | $17.4bn | 0.063% | +0.031 pp | +0.007 pp | +83.9% | Yes |
| Prudential Financial → PRU | United States | $39.8bn | 0.144% | +0.070 pp | +0.006 pp | +71.6% | 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.