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 Banks3.36%-0.42 ppInvestment Banking & Brokerage1.11%-0.26 ppTransaction & Payment Processing Services1.28%-0.22 ppAsset Management & Custody Banks0.74%+0.19 ppRegional Banks0.31%-0.17 ppFinancial Exchanges & Data1.14%+0.06 ppConsumer Finance0.53%-0.06 ppLife & Health Insurance0.52%-0.05 ppInsurance Brokers0.84%+0.03 ppProperty & Casualty Insurance1.04%+0.02 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.22%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.52%
Industry change · 12M
-0.05 pp
Life & Health Insurance · contribution
-0.046 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $47.3bn | 0.158% | +0.058 pp | -0.033 pp | +6.8% | Yes |
| Aflac → AFL | United States | $45.6bn | 0.152% | +0.055 pp | +0.013 pp | +39.9% | Yes |
| Principal Financial Group → PFG | United States | $17.4bn | 0.058% | +0.016 pp | -0.012 pp | +3.3% | Yes |
| Prudential Financial → PRU | United States | $34.4bn | 0.115% | +0.041 pp | -0.010 pp | +16.6% | Yes |
| Globe Life → GL | United States | $10.3bn | 0.034% | +0.010 pp | -0.004 pp | +9.9% | 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.