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 Services1.52%-0.91 ppDiversified Banks3.79%-0.91 ppInsurance Brokers0.78%+0.20 ppConsumer Finance0.61%-0.17 ppAsset Management & Custody Banks0.55%-0.16 ppInvestment Banking & Brokerage1.34%-0.12 ppProperty & Casualty Insurance0.96%+0.07 ppRegional Banks0.46%+0.04 ppMulti-line Insurance0.22%-0.02 ppLife & Health Insurance0.55%+0.01 ppReinsurance0.04%+0.00 ppFinancial Exchanges & Data1.10%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.55%
Industry change · 12M
+0.01 pp
Life & Health Insurance · contribution
+0.012 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $35.6bn | 0.127% | -0.016 pp | -0.009 pp | -5.4% | No |
| Aflac → AFL | United States | $37.5bn | 0.134% | -0.006 pp | +0.007 pp | +7.6% | No |
| Principal Financial Group → PFG | United States | $18.6bn | 0.067% | +0.000 pp | +0.007 pp | +15.1% | Yes |
| MetLife → MET | United States | $51.3bn | 0.184% | -0.014 pp | +0.006 pp | +6.9% | No |
| Globe Life → GL | United States | $9.5bn | 0.034% | -0.001 pp | +0.001 pp | +2.0% | 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.