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 Brokers0.58%-99.32 ppDiversified Banks4.70%+4.69 ppTransaction & Payment Processing Services2.44%+2.43 ppInvestment Banking & Brokerage1.46%+1.46 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.78%+0.78 ppAsset Management & Custody Banks0.72%+0.72 ppLife & Health Insurance0.53%+0.53 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.24%+0.24 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.53%
Industry change · 12M
+0.53 pp
Life & Health Insurance · contribution
+0.534 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $53.1bn | 0.178% | -0.027 pp | +0.177 pp | +67.2% | Yes |
| Prudential Financial → PRU | United States | $40.9bn | 0.137% | -0.014 pp | +0.137 pp | +64.4% | Yes |
| Aflac → AFL | United States | $38.0bn | 0.127% | -0.011 pp | +0.127 pp | +60.0% | Yes |
| Principal Financial Group → PFG | United States | $17.9bn | 0.060% | -0.004 pp | +0.060 pp | +65.1% | Yes |
| Globe Life → GL | United States | $9.8bn | 0.033% | -0.006 pp | +0.033 pp | +17.5% | 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.