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 Banks3.94%-1.11 ppTransaction & Payment Processing Services1.45%-0.63 ppAsset Management & Custody Banks0.55%-0.20 ppConsumer Finance0.59%-0.16 ppFinancial Exchanges & Data1.03%-0.16 ppProperty & Casualty Insurance1.04%+0.15 ppInvestment Banking & Brokerage1.37%-0.12 ppInsurance Brokers0.77%+0.08 ppLife & Health Insurance0.61%+0.08 ppMulti-line Insurance0.23%-0.02 ppRegional Banks0.47%+0.01 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.61%
Industry change · 12M
+0.08 pp
Life & Health Insurance · contribution
+0.080 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $58.4bn | 0.207% | +0.030 pp | +0.027 pp | +20.1% | Yes |
| Aflac → AFL | United States | $41.1bn | 0.146% | +0.019 pp | +0.027 pp | +24.5% | Yes |
| Principal Financial Group → PFG | United States | $22.0bn | 0.078% | +0.020 pp | +0.019 pp | +36.2% | Yes |
| Globe Life → GL | United States | $11.3bn | 0.040% | +0.006 pp | +0.010 pp | +30.8% | Yes |
| Prudential Financial → PRU | United States | $39.1bn | 0.139% | +0.010 pp | -0.003 pp | -0.0% | 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.