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 Banks4.01%-0.70 ppTransaction & Payment Processing Services1.36%-0.45 ppProperty & Casualty Insurance1.11%+0.28 ppInsurance Brokers0.80%+0.12 ppAsset Management & Custody Banks0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppConsumer Finance0.59%-0.09 ppRegional Banks0.46%+0.02 ppInvestment Banking & Brokerage1.42%+0.01 ppReinsurance0.04%+0.01 ppMulti-line Insurance0.23%+0.01 ppFinancial Exchanges & Data1.16%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.61%
Industry change · 12M
+0.10 pp
Life & Health Insurance · contribution
+0.096 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $60.2bn | 0.204% | +0.021 pp | +0.038 pp | +34.6% | Yes |
| Aflac → AFL | United States | $44.7bn | 0.152% | +0.017 pp | +0.031 pp | +36.3% | Yes |
| Principal Financial Group → PFG | United States | $21.9bn | 0.074% | +0.008 pp | +0.013 pp | +35.4% | Yes |
| Globe Life → GL | United States | $11.7bn | 0.040% | +0.006 pp | +0.010 pp | +39.8% | Yes |
| Prudential Financial → PRU | United States | $39.8bn | 0.135% | +0.007 pp | +0.004 pp | +10.5% | 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.