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 Banks4.23%+1.60 ppInvestment Banking & Brokerage1.34%+0.66 ppFinancial Exchanges & Data1.10%+0.58 ppInsurance Brokers0.81%+0.54 ppProperty & Casualty Insurance0.99%+0.51 ppConsumer Finance0.72%+0.34 ppLife & Health Insurance0.58%+0.29 ppTransaction & Payment Processing Services1.62%+0.28 ppAsset Management & Custody Banks0.63%+0.27 ppRegional Banks0.45%+0.21 ppMulti-line Insurance0.26%+0.14 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.58%
Industry change · 12M
+0.29 pp
Life & Health Insurance · contribution
+0.287 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $58.0bn | 0.195% | +0.027 pp | +0.090 pp | +19.1% | Yes |
| Prudential Financial → PRU | United States | $44.4bn | 0.150% | +0.018 pp | +0.079 pp | +35.4% | Yes |
| Aflac → AFL | United States | $41.8bn | 0.141% | +0.017 pp | +0.072 pp | +28.8% | Yes |
| Principal Financial Group → PFG | United States | $19.2bn | 0.065% | +0.003 pp | +0.033 pp | +27.1% | Yes |
| Globe Life → GL | United States | $10.0bn | 0.034% | +0.003 pp | +0.014 pp | +5.0% | 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.