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
Transaction & Payment Processing Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.58%
Industry change · 12M
-0.01 pp
Life & Health Insurance · contribution
-0.006 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $54.2bn | 0.196% | +0.006 pp | -0.008 pp | +6.3% | Yes |
| Globe Life → GL | United States | $9.7bn | 0.035% | +0.000 pp | -0.003 pp | -3.5% | Yes |
| Prudential Financial → PRU | United States | $40.8bn | 0.148% | +0.006 pp | +0.003 pp | +12.9% | Yes |
| Principal Financial Group → PFG | United States | $17.8bn | 0.064% | -0.001 pp | +0.001 pp | +10.8% | Yes |
| Aflac → AFL | United States | $36.9bn | 0.133% | -0.006 pp | +0.001 pp | +9.2% | 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.