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 Banks2.42%-1.54 ppTransaction & Payment Processing Services0.93%-0.57 ppInvestment Banking & Brokerage0.80%-0.51 ppProperty & Casualty Insurance0.70%-0.39 ppFinancial Exchanges & Data0.82%-0.32 ppRegional Banks0.21%-0.26 ppLife & Health Insurance0.34%-0.24 ppInsurance Brokers0.59%-0.22 ppAsset Management & Custody Banks0.36%-0.21 ppConsumer Finance0.43%-0.19 ppMulti-line Insurance0.14%-0.11 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.34%
Industry change · 12M
-0.24 pp
Life & Health Insurance · contribution
-0.241 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $43.3bn | 0.100% | -0.053 pp | -0.098 pp | -7.1% | No |
| Prudential Financial → PRU | United States | $32.2bn | 0.074% | -0.029 pp | -0.065 pp | -3.0% | No |
| Aflac → AFL | United States | $42.2bn | 0.098% | -0.037 pp | -0.041 pp | +29.3% | No |
| Principal Financial Group → PFG | United States | $18.4bn | 0.043% | -0.019 pp | -0.023 pp | +17.5% | No |
| Globe Life → GL | United States | $10.5bn | 0.024% | -0.012 pp | -0.013 pp | +13.4% | 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.