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 Banks0.95%+0.46 ppDiversified Banks3.58%+0.30 ppProperty & Casualty Insurance1.17%+0.20 ppTransaction & Payment Processing Services1.14%-0.16 ppConsumer Finance0.63%+0.09 ppInsurance Brokers0.75%-0.07 ppInvestment Banking & Brokerage1.06%-0.05 ppLife & Health Insurance0.45%-0.04 ppRegional Banks0.33%+0.02 ppMulti-line Insurance0.19%-0.01 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.14%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.45%
Industry change · 12M
-0.04 pp
Life & Health Insurance · contribution
-0.043 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $54.3bn | 0.131% | +0.033 pp | -0.021 pp | +26.4% | Yes |
| Principal Financial Group → PFG | United States | $18.9bn | 0.046% | +0.009 pp | -0.014 pp | +8.5% | Yes |
| Globe Life → GL | United States | $9.4bn | 0.023% | +0.008 pp | -0.011 pp | -5.0% | Yes |
| Aflac → AFL | United States | $61.8bn | 0.149% | +0.052 pp | +0.008 pp | +51.3% | Yes |
| Prudential Financial → PRU | United States | $43.3bn | 0.105% | +0.022 pp | -0.005 pp | +34.2% | Yes |
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.