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 Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.57%
Industry change · 12M
+0.26 pp
Life & Health Insurance · contribution
+0.262 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $56.4bn | 0.190% | +0.010 pp | +0.086 pp | +43.8% | Yes |
| Prudential Financial → PRU | United States | $42.2bn | 0.142% | -0.000 pp | +0.068 pp | +49.4% | Yes |
| Aflac → AFL | United States | $41.6bn | 0.140% | +0.021 pp | +0.064 pp | +42.5% | Yes |
| Principal Financial Group → PFG | United States | $19.4bn | 0.065% | +0.006 pp | +0.033 pp | +53.9% | Yes |
| Globe Life → GL | United States | $10.3bn | 0.035% | +0.004 pp | +0.012 pp | +14.1% | 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.