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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.34%
Industry change · 12M
-0.18 pp
Life & Health Insurance · contribution
-0.182 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $48.2bn | 0.105% | -0.055 pp | -0.072 pp | +2.7% | No |
| Prudential Financial → PRU | United States | $35.2bn | 0.077% | -0.031 pp | -0.052 pp | +1.5% | No |
| Aflac → AFL | United States | $43.7bn | 0.095% | -0.049 pp | -0.032 pp | +29.4% | No |
| Principal Financial Group → PFG | United States | $19.4bn | 0.042% | -0.019 pp | -0.016 pp | +23.5% | No |
| Globe Life → GL | United States | $10.7bn | 0.023% | -0.012 pp | -0.011 pp | +12.2% | 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.