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 Services1.50%-1.13 ppDiversified Banks3.95%-0.98 ppInsurance Brokers0.81%+0.27 ppConsumer Finance0.62%-0.20 ppProperty & Casualty Insurance1.09%+0.20 ppAsset Management & Custody Banks0.57%-0.13 ppInvestment Banking & Brokerage1.30%-0.13 ppFinancial Exchanges & Data1.14%+0.05 ppRegional Banks0.47%+0.05 ppLife & Health Insurance0.58%+0.03 ppMulti-line Insurance0.25%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.58%
Industry change · 12M
+0.03 pp
Life & Health Insurance · contribution
+0.028 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $51.1bn | 0.199% | +0.003 pp | +0.014 pp | +8.1% | Yes |
| Aflac → AFL | United States | $35.6bn | 0.139% | -0.002 pp | +0.010 pp | +5.7% | Yes |
| Principal Financial Group → PFG | United States | $16.9bn | 0.066% | +0.001 pp | +0.005 pp | +9.7% | Yes |
| Prudential Financial → PRU | United States | $35.9bn | 0.140% | -0.010 pp | -0.003 pp | -2.4% | No |
| Globe Life → GL | United States | $9.6bn | 0.037% | +0.004 pp | +0.003 pp | +3.2% | 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.