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 Banks4.04%-0.73 ppTransaction & Payment Processing Services1.43%-0.50 ppProperty & Casualty Insurance1.14%+0.21 ppConsumer Finance0.66%-0.10 ppFinancial Exchanges & Data1.19%+0.09 ppInsurance Brokers0.81%+0.08 ppInvestment Banking & Brokerage1.41%-0.06 ppAsset Management & Custody Banks0.62%-0.06 ppLife & Health Insurance0.60%+0.03 ppRegional Banks0.46%-0.01 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.23%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.60%
Industry change · 12M
+0.03 pp
Life & Health Insurance · contribution
+0.031 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $45.7bn | 0.156% | +0.010 pp | +0.017 pp | +20.0% | Yes |
| Principal Financial Group → PFG | United States | $22.6bn | 0.077% | -0.000 pp | +0.012 pp | +31.1% | Yes |
| Prudential Financial → PRU | United States | $38.6bn | 0.132% | -0.007 pp | -0.010 pp | -1.6% | Yes |
| MetLife → MET | United States | $57.3bn | 0.196% | -0.011 pp | +0.006 pp | +12.1% | No |
| Globe Life → GL | United States | $11.8bn | 0.040% | +0.000 pp | +0.005 pp | +19.1% | 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.