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 Banks3.42%-0.59 ppInvestment Banking & Brokerage1.07%-0.36 ppRegional Banks0.30%-0.16 ppAsset Management & Custody Banks0.73%+0.14 ppLife & Health Insurance0.50%-0.11 ppTransaction & Payment Processing Services1.26%-0.09 ppFinancial Exchanges & Data1.19%+0.03 ppConsumer Finance0.56%-0.03 ppInsurance Brokers0.82%+0.03 ppProperty & Casualty Insurance1.09%-0.01 ppReinsurance0.06%+0.01 ppMulti-line Insurance0.22%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.50%
Industry change · 12M
-0.11 pp
Life & Health Insurance · contribution
-0.106 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $47.1bn | 0.147% | -0.005 pp | -0.057 pp | -14.2% | Yes |
| Prudential Financial → PRU | United States | $35.3bn | 0.110% | +0.001 pp | -0.025 pp | -4.4% | Yes |
| Principal Financial Group → PFG | United States | $17.6bn | 0.055% | -0.005 pp | -0.020 pp | -14.7% | Yes |
| Globe Life → GL | United States | $11.6bn | 0.036% | +0.002 pp | -0.003 pp | +3.5% | Yes |
| Aflac → AFL | United States | $48.3bn | 0.151% | +0.010 pp | -0.001 pp | +17.7% | 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.