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%-0.66 ppInvestment Banking & Brokerage1.03%-0.34 ppTransaction & Payment Processing Services1.24%-0.21 ppRegional Banks0.28%-0.19 ppAsset Management & Custody Banks0.69%+0.14 ppFinancial Exchanges & Data1.13%+0.10 ppLife & Health Insurance0.52%-0.09 ppProperty & Casualty Insurance1.14%+0.09 ppInsurance Brokers0.85%+0.08 ppConsumer Finance0.53%-0.06 ppReinsurance0.06%+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
-0.09 pp
Life & Health Insurance · contribution
-0.093 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $45.1bn | 0.153% | +0.048 pp | -0.054 pp | -15.4% | Yes |
| Prudential Financial → PRU | United States | $33.2bn | 0.113% | +0.036 pp | -0.026 pp | -8.4% | Yes |
| Principal Financial Group → PFG | United States | $16.4bn | 0.056% | +0.013 pp | -0.022 pp | -20.6% | Yes |
| Aflac → AFL | United States | $46.4bn | 0.158% | +0.062 pp | +0.012 pp | +22.9% | Yes |
| Globe Life → GL | United States | $11.0bn | 0.038% | +0.014 pp | -0.002 pp | +1.5% | 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.