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 Banks3.78%-1.24 ppTransaction & Payment Processing Services1.49%-0.89 ppConsumer Finance0.59%-0.23 ppInsurance Brokers0.81%+0.15 ppAsset Management & Custody Banks0.55%-0.14 ppProperty & Casualty Insurance1.02%+0.13 ppInvestment Banking & Brokerage1.37%-0.07 ppFinancial Exchanges & Data1.08%-0.03 ppMulti-line Insurance0.22%-0.03 ppLife & Health Insurance0.56%+0.02 ppRegional Banks0.48%+0.02 ppReinsurance0.04%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.56%
Industry change · 12M
+0.02 pp
Life & Health Insurance · contribution
+0.021 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $31.9bn | 0.125% | -0.014 pp | -0.017 pp | -14.7% | No |
| Aflac → AFL | United States | $35.5bn | 0.140% | +0.001 pp | +0.017 pp | +10.6% | Yes |
| Principal Financial Group → PFG | United States | $18.0bn | 0.071% | +0.005 pp | +0.010 pp | +16.2% | Yes |
| Globe Life → GL | United States | $9.7bn | 0.038% | +0.001 pp | +0.006 pp | +12.9% | Yes |
| MetLife → MET | United States | $48.5bn | 0.191% | -0.008 pp | +0.005 pp | +1.4% | 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.