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 Banks3.28%-0.51 ppInvestment Banking & Brokerage1.11%-0.23 ppTransaction & Payment Processing Services1.29%-0.23 ppRegional Banks0.31%-0.16 ppConsumer Finance0.54%-0.07 ppAsset Management & Custody Banks0.49%-0.07 ppLife & Health Insurance0.50%-0.05 ppFinancial Exchanges & Data1.15%+0.05 ppInsurance Brokers0.82%+0.04 ppMulti-line Insurance0.20%-0.02 ppReinsurance0.05%+0.01 ppProperty & Casualty Insurance0.97%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.50%
Industry change · 12M
-0.05 pp
Life & Health Insurance · contribution
-0.050 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $47.6bn | 0.152% | +0.058 pp | -0.032 pp | +1.6% | Yes |
| Prudential Financial → PRU | United States | $34.4bn | 0.110% | +0.039 pp | -0.018 pp | +4.2% | Yes |
| Principal Financial Group → PFG | United States | $18.8bn | 0.060% | +0.021 pp | -0.007 pp | +7.6% | Yes |
| Aflac → AFL | United States | $44.3bn | 0.141% | +0.045 pp | +0.007 pp | +28.5% | Yes |
| Globe Life → GL | United States | $10.6bn | 0.034% | +0.009 pp | -0.000 pp | +15.7% | Yes |
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.