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 Banks4.26%-1.02 ppTransaction & Payment Processing Services1.59%-0.98 ppInsurance Brokers0.77%+0.21 ppAsset Management & Custody Banks0.61%-0.13 ppProperty & Casualty Insurance1.07%+0.12 ppConsumer Finance0.71%-0.11 ppInvestment Banking & Brokerage1.35%-0.10 ppFinancial Exchanges & Data1.11%+0.09 ppRegional Banks0.50%+0.03 ppLife & Health Insurance0.58%-0.01 ppMulti-line Insurance0.26%+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
-0.014 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $54.8bn | 0.197% | +0.004 pp | -0.008 pp | +6.2% | Yes |
| Prudential Financial → PRU | United States | $39.8bn | 0.143% | -0.002 pp | -0.007 pp | +3.8% | Yes |
| Globe Life → GL | United States | $9.6bn | 0.035% | -0.000 pp | -0.004 pp | -6.7% | Yes |
| Principal Financial Group → PFG | United States | $18.4bn | 0.066% | +0.002 pp | +0.003 pp | +15.8% | Yes |
| Aflac → AFL | United States | $39.0bn | 0.141% | +0.003 pp | +0.003 pp | +9.6% | 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.