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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.49%
Industry change · 12M
-0.09 pp
Life & Health Insurance · contribution
-0.095 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $30.3bn | 0.103% | -0.029 pp | -0.046 pp | -26.6% | No |
| MetLife → MET | United States | $44.9bn | 0.153% | -0.052 pp | -0.042 pp | -15.1% | No |
| Aflac → AFL | United States | $39.5bn | 0.135% | -0.027 pp | -0.006 pp | +2.8% | No |
| Principal Financial Group → PFG | United States | $18.1bn | 0.062% | -0.012 pp | -0.003 pp | +4.7% | No |
| Globe Life → GL | United States | $10.6bn | 0.036% | -0.006 pp | +0.003 pp | +10.5% | 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.