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 Banks4.12%-0.55 ppTransaction & Payment Processing Services1.40%-0.22 ppProperty & Casualty Insurance1.16%+0.21 ppConsumer Finance0.66%-0.15 ppFinancial Exchanges & Data1.14%+0.06 ppRegional Banks0.46%-0.05 ppAsset Management & Custody Banks0.62%-0.04 ppMulti-line Insurance0.23%-0.03 ppInsurance Brokers0.78%+0.03 ppLife & Health Insurance0.59%+0.01 ppReinsurance0.05%+0.01 ppInvestment Banking & Brokerage1.42%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.59%
Industry change · 12M
+0.01 pp
Life & Health Insurance · contribution
+0.013 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $36.6bn | 0.129% | -0.006 pp | -0.017 pp | -6.1% | No |
| Principal Financial Group → PFG | United States | $21.8bn | 0.077% | +0.002 pp | +0.013 pp | +31.2% | Yes |
| Aflac → AFL | United States | $41.7bn | 0.147% | -0.005 pp | +0.009 pp | +14.4% | No |
| Globe Life → GL | United States | $11.7bn | 0.041% | +0.002 pp | +0.006 pp | +21.5% | Yes |
| MetLife → MET | United States | $55.5bn | 0.195% | -0.009 pp | +0.002 pp | +9.3% | 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.