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 Brokers0.66%-99.24 ppDiversified Banks5.02%+5.01 ppTransaction & Payment Processing Services2.39%+2.38 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.54%+0.54 ppRegional Banks0.46%+0.46 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
0.54%
Industry change · 12M
+0.54 pp
Life & Health Insurance · contribution
+0.543 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $52.9bn | 0.186% | +0.001 pp | +0.186 pp | +72.3% | No |
| Prudential Financial → PRU | United States | $40.6bn | 0.143% | +0.000 pp | +0.142 pp | +74.2% | Yes |
| Aflac → AFL | United States | $35.0bn | 0.123% | -0.006 pp | +0.123 pp | +47.1% | No |
| Principal Financial Group → PFG | United States | $17.3bn | 0.061% | +0.000 pp | +0.061 pp | +66.4% | No |
| Globe Life → GL | United States | $9.1bn | 0.032% | -0.003 pp | +0.032 pp | +12.4% | 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.