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
Asset Management & Custody Banks0.70%+0.35 ppDiversified Banks2.61%+0.12 ppProperty & Casualty Insurance0.78%+0.11 ppTransaction & Payment Processing Services0.80%-0.11 ppConsumer Finance0.46%+0.06 ppInvestment Banking & Brokerage0.79%-0.04 ppLife & Health Insurance0.32%-0.02 ppFinancial Exchanges & Data0.79%+0.01 ppRegional Banks0.24%+0.01 ppInsurance Brokers0.54%+0.00 ppMulti-line Insurance0.14%+0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.32%
Industry change · 12M
-0.02 pp
Life & Health Insurance · contribution
-0.018 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Principal Financial Group → PFG | United States | $18.9bn | 0.034% | -0.020 pp | -0.008 pp | +5.7% | No |
| Globe Life → GL | United States | $8.6bn | 0.015% | -0.005 pp | -0.008 pp | -16.6% | No |
| MetLife → MET | United States | $54.6bn | 0.098% | -0.051 pp | -0.007 pp | +26.1% | No |
| Prudential Financial → PRU | United States | $45.0bn | 0.081% | -0.034 pp | +0.004 pp | +36.5% | No |
| Aflac → AFL | United States | $54.2bn | 0.097% | -0.043 pp | +0.002 pp | +34.9% | 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.