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 Banks2.44%-1.82 ppTransaction & Payment Processing Services0.92%-0.67 ppInvestment Banking & Brokerage0.82%-0.53 ppProperty & Casualty Insurance0.72%-0.35 ppFinancial Exchanges & Data0.83%-0.29 ppConsumer Finance0.42%-0.28 ppRegional Banks0.22%-0.28 ppLife & Health Insurance0.32%-0.26 ppAsset Management & Custody Banks0.35%-0.26 ppInsurance Brokers0.57%-0.19 ppMulti-line Insurance0.14%-0.12 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.32%
Industry change · 12M
-0.26 pp
Life & Health Insurance · contribution
-0.258 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| MetLife → MET | United States | $37.9bn | 0.094% | -0.102 pp | -0.104 pp | -24.1% | No |
| Prudential Financial → PRU | United States | $28.7bn | 0.071% | -0.058 pp | -0.073 pp | -22.1% | No |
| Aflac → AFL | United States | $38.8bn | 0.096% | -0.051 pp | -0.045 pp | +8.6% | No |
| Principal Financial Group → PFG | United States | $15.9bn | 0.039% | -0.037 pp | -0.027 pp | -6.3% | No |
| Globe Life → GL | United States | $9.9bn | 0.024% | -0.017 pp | -0.010 pp | +6.6% | 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.