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 Brokers0.54%-99.36 ppDiversified Banks4.94%+4.93 ppTransaction & Payment Processing Services2.63%+2.63 ppInvestment Banking & Brokerage1.43%+1.43 ppFinancial Exchanges & Data1.09%+1.09 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.81%+0.81 ppAsset Management & Custody Banks0.71%+0.70 ppLife & Health Insurance0.55%+0.55 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.23%+0.23 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.55%
Industry change · 12M
+0.55 pp
Life & Health Insurance · contribution
+0.551 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $52.4bn | 0.185% | +0.080 pp | +0.185 pp | +70.7% | Yes |
| Prudential Financial → PRU | United States | $40.4bn | 0.143% | +0.072 pp | +0.142 pp | +78.0% | Yes |
| Aflac → AFL | United States | $36.5bn | 0.129% | +0.060 pp | +0.129 pp | +53.0% | Yes |
| Principal Financial Group → PFG | United States | $17.2bn | 0.061% | +0.029 pp | +0.061 pp | +58.8% | Yes |
| Globe Life → GL | United States | $9.8bn | 0.035% | +0.015 pp | +0.035 pp | +29.5% | 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.