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
Diversified Banks5.05%+1.07 ppTransaction & Payment Processing Services2.08%-0.56 ppInvestment Banking & Brokerage1.49%+0.54 ppConsumer Finance0.76%+0.18 ppInsurance Brokers0.69%+0.15 ppAsset Management & Custody Banks0.75%+0.13 ppFinancial Exchanges & Data1.19%+0.10 ppRegional Banks0.46%+0.09 ppProperty & Casualty Insurance0.89%-0.06 ppLife & Health Insurance0.53%+0.04 ppMulti-line Insurance0.25%+0.04 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.53%
Industry change · 12M
+0.04 pp
Life & Health Insurance · contribution
+0.043 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $42.5bn | 0.142% | +0.006 pp | +0.022 pp | +80.9% | Yes |
| MetLife → MET | United States | $53.8bn | 0.180% | +0.007 pp | +0.017 pp | +72.1% | No |
| Globe Life → GL | United States | $9.1bn | 0.030% | -0.003 pp | -0.011 pp | +10.7% | No |
| Principal Financial Group → PFG | United States | $17.8bn | 0.059% | +0.002 pp | +0.008 pp | +78.0% | No |
| Aflac → AFL | United States | $35.5bn | 0.119% | -0.008 pp | +0.006 pp | +62.1% | 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.