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%-0.44 ppInvestment Banking & Brokerage1.08%-0.34 ppRegional Banks0.32%-0.15 ppAsset Management & Custody Banks0.75%+0.13 ppLife & Health Insurance0.48%-0.11 ppTransaction & Payment Processing Services1.29%-0.11 ppInsurance Brokers0.77%-0.02 ppFinancial Exchanges & Data1.16%+0.02 ppMulti-line Insurance0.22%-0.02 ppProperty & Casualty Insurance1.14%-0.01 ppReinsurance0.05%-0.01 ppConsumer Finance0.65%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.48%
Industry change · 12M
-0.11 pp
Life & Health Insurance · contribution
-0.110 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $50.4bn | 0.144% | -0.002 pp | -0.051 pp | +0.6% | No |
| Principal Financial Group → PFG | United States | $19.1bn | 0.055% | -0.000 pp | -0.022 pp | -6.4% | No |
| Prudential Financial → PRU | United States | $39.1bn | 0.112% | +0.002 pp | -0.017 pp | +15.0% | No |
| Aflac → AFL | United States | $46.6bn | 0.133% | -0.017 pp | -0.013 pp | +21.3% | No |
| Globe Life → GL | United States | $11.9bn | 0.034% | -0.002 pp | -0.007 pp | +5.1% | 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.