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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-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
-0.10 pp
Life & Health Insurance · contribution
-0.100 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $51.3bn | 0.153% | -0.001 pp | -0.044 pp | -1.8% | Yes |
| Principal Financial Group → PFG | United States | $18.9bn | 0.056% | +0.000 pp | -0.021 pp | -11.4% | No |
| Prudential Financial → PRU | United States | $37.9bn | 0.113% | -0.000 pp | -0.020 pp | +5.6% | Yes |
| Aflac → AFL | United States | $49.3bn | 0.147% | -0.011 pp | -0.010 pp | +17.4% | No |
| Globe Life → GL | United States | $11.6bn | 0.034% | -0.003 pp | -0.006 pp | +2.4% | No |
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.