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 Banks3.48%-0.52 ppTransaction & Payment Processing Services1.38%-0.22 ppConsumer Finance0.57%-0.16 ppRegional Banks0.33%-0.10 ppInvestment Banking & Brokerage1.19%-0.08 ppFinancial Exchanges & Data1.14%+0.07 ppLife & Health Insurance0.51%-0.07 ppMulti-line Insurance0.20%-0.07 ppProperty & Casualty Insurance1.06%+0.05 ppAsset Management & Custody Banks0.52%-0.05 ppInsurance Brokers0.82%+0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.51%
Industry change · 12M
-0.07 pp
Life & Health Insurance · contribution
-0.067 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $31.8bn | 0.108% | -0.025 pp | -0.040 pp | -15.9% | No |
| MetLife → MET | United States | $47.5bn | 0.160% | -0.036 pp | -0.036 pp | -3.8% | No |
| Aflac → AFL | United States | $42.8bn | 0.144% | -0.012 pp | +0.011 pp | +25.1% | No |
| Principal Financial Group → PFG | United States | $18.2bn | 0.061% | -0.016 pp | -0.003 pp | +13.3% | No |
| Globe Life → GL | United States | $10.5bn | 0.035% | -0.005 pp | +0.000 pp | +11.5% | 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.