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 Banks3.90%+0.41 ppAsset Management & Custody Banks0.72%+0.20 ppProperty & Casualty Insurance1.19%+0.14 ppConsumer Finance0.70%+0.12 ppTransaction & Payment Processing Services1.29%-0.09 ppInsurance Brokers0.75%-0.07 ppLife & Health Insurance0.48%-0.03 ppFinancial Exchanges & Data1.11%-0.02 ppMulti-line Insurance0.22%+0.02 ppInvestment Banking & Brokerage1.18%-0.01 ppRegional Banks0.33%+0.00 ppReinsurance0.05%-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
-0.03 pp
Life & Health Insurance · contribution
-0.031 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Globe Life → GL | United States | $7.1bn | 0.021% | -0.014 pp | -0.015 pp | -29.2% | No |
| MetLife → MET | United States | $51.4bn | 0.149% | -0.004 pp | -0.012 pp | +20.0% | Yes |
| Prudential Financial → PRU | United States | $39.7bn | 0.115% | +0.002 pp | +0.007 pp | +34.0% | Yes |
| Principal Financial Group → PFG | United States | $18.7bn | 0.054% | -0.002 pp | -0.007 pp | +9.8% | No |
| Aflac → AFL | United States | $48.3bn | 0.140% | -0.007 pp | -0.005 pp | +22.6% | 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.