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 Banks3.62%-0.31 ppInvestment Banking & Brokerage1.17%-0.24 ppAsset Management & Custody Banks0.77%+0.19 ppProperty & Casualty Insurance1.03%-0.14 ppLife & Health Insurance0.49%-0.12 ppRegional Banks0.33%-0.11 ppTransaction & Payment Processing Services1.26%-0.11 ppInsurance Brokers0.73%-0.09 ppFinancial Exchanges & Data1.21%+0.06 ppMulti-line Insurance0.21%-0.03 ppConsumer Finance0.60%+0.02 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.49%
Industry change · 12M
-0.12 pp
Life & Health Insurance · contribution
-0.123 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $48.9bn | 0.146% | -0.012 pp | -0.059 pp | -5.5% | Yes |
| Prudential Financial → PRU | United States | $37.4bn | 0.112% | -0.003 pp | -0.020 pp | +10.1% | Yes |
| Principal Financial Group → PFG | United States | $18.8bn | 0.056% | -0.002 pp | -0.018 pp | -2.8% | Yes |
| Aflac → AFL | United States | $48.2bn | 0.144% | -0.008 pp | -0.018 pp | +17.4% | Yes |
| Globe Life → GL | United States | $11.5bn | 0.034% | -0.000 pp | -0.008 pp | +1.8% | 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.