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 Banks2.67%+0.24 ppAsset Management & Custody Banks0.50%+0.14 ppProperty & Casualty Insurance0.82%+0.10 ppTransaction & Payment Processing Services0.83%-0.09 ppFinancial Exchanges & Data0.76%-0.07 ppInsurance Brokers0.52%-0.06 ppConsumer Finance0.46%+0.04 ppMulti-line Insurance0.15%+0.01 ppRegional Banks0.23%+0.01 ppLife & Health Insurance0.33%+0.01 ppInvestment Banking & Brokerage0.81%-0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.33%
Industry change · 12M
+0.01 pp
Life & Health Insurance · contribution
+0.006 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $43.2bn | 0.083% | -0.030 pp | +0.012 pp | +60.7% | No |
| Globe Life → GL | United States | $7.6bn | 0.015% | -0.019 pp | -0.010 pp | -19.1% | No |
| MetLife → MET | United States | $51.5bn | 0.098% | -0.046 pp | +0.005 pp | +50.9% | No |
| Principal Financial Group → PFG | United States | $19.2bn | 0.037% | -0.018 pp | -0.003 pp | +28.7% | No |
| Aflac → AFL | United States | $51.1bn | 0.098% | -0.036 pp | +0.002 pp | +43.2% | 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.