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 Services1.51%-1.05 ppDiversified Banks3.72%-0.89 ppInsurance Brokers0.76%+0.21 ppConsumer Finance0.60%-0.21 ppAsset Management & Custody Banks0.55%-0.13 ppInvestment Banking & Brokerage1.28%-0.11 ppRegional Banks0.45%+0.06 ppProperty & Casualty Insurance0.90%+0.04 ppFinancial Exchanges & Data1.12%+0.02 ppMulti-line Insurance0.22%+0.00 ppReinsurance0.04%+0.00 ppLife & Health Insurance0.52%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.52%
Industry change · 12M
-0.00 pp
Life & Health Insurance · contribution
-0.001 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $37.5bn | 0.129% | -0.019 pp | -0.007 pp | +4.2% | No |
| MetLife → MET | United States | $51.4bn | 0.177% | -0.019 pp | +0.004 pp | +12.9% | No |
| Globe Life → GL | United States | $9.9bn | 0.034% | -0.001 pp | +0.001 pp | +9.1% | No |
| Principal Financial Group → PFG | United States | $16.9bn | 0.058% | -0.006 pp | +0.001 pp | +11.8% | No |
| Aflac → AFL | United States | $36.9bn | 0.127% | -0.007 pp | +0.000 pp | +6.8% | No |
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.