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 Banks3.85%+0.45 ppAsset Management & Custody Banks0.76%+0.21 ppProperty & Casualty Insurance1.18%+0.12 ppConsumer Finance0.66%+0.08 ppTransaction & Payment Processing Services1.30%-0.04 ppInvestment Banking & Brokerage1.14%-0.04 ppMulti-line Insurance0.22%+0.03 ppInsurance Brokers0.76%-0.02 ppFinancial Exchanges & Data1.13%-0.01 ppLife & Health Insurance0.49%+0.00 ppRegional Banks0.33%-0.00 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.05%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.49%
Industry change · 12M
+0.00 pp
Life & Health Insurance · contribution
+0.001 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $42.1bn | 0.117% | +0.005 pp | +0.014 pp | +49.8% | Yes |
| Globe Life → GL | United States | $10.9bn | 0.030% | -0.004 pp | -0.006 pp | +6.4% | No |
| Principal Financial Group → PFG | United States | $20.4bn | 0.056% | +0.001 pp | -0.005 pp | +20.3% | Yes |
| MetLife → MET | United States | $53.6bn | 0.149% | +0.003 pp | -0.004 pp | +32.4% | No |
| Aflac → AFL | United States | $49.5bn | 0.137% | -0.006 pp | +0.003 pp | +36.2% | 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.