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
Insurance Brokers0.56%-99.34 ppDiversified Banks5.28%+5.27 ppTransaction & Payment Processing Services2.57%+2.57 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.03%+1.03 ppProperty & Casualty Insurance0.95%+0.95 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.73%+0.73 ppLife & Health Insurance0.60%+0.60 ppRegional Banks0.48%+0.47 ppMulti-line Insurance0.25%+0.25 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.60%
Industry change · 12M
+0.60 pp
Life & Health Insurance · contribution
+0.596 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $57.2bn | 0.205% | +0.103 pp | +0.205 pp | +89.1% | Yes |
| Prudential Financial → PRU | United States | $42.1bn | 0.151% | +0.082 pp | +0.151 pp | +85.6% | Yes |
| Aflac → AFL | United States | $38.5bn | 0.138% | +0.072 pp | +0.138 pp | +59.7% | Yes |
| Principal Financial Group → PFG | United States | $17.8bn | 0.064% | +0.033 pp | +0.064 pp | +75.1% | Yes |
| Globe Life → GL | United States | $10.9bn | 0.039% | +0.020 pp | +0.039 pp | +38.1% | 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.