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 Banks1.03%+0.35 ppDiversified Banks3.51%+0.23 ppInsurance Brokers0.73%-0.13 ppConsumer Finance0.64%+0.11 ppLife & Health Insurance0.44%-0.08 ppInvestment Banking & Brokerage1.11%+0.08 ppTransaction & Payment Processing Services1.18%-0.06 ppFinancial Exchanges & Data1.07%-0.06 ppRegional Banks0.33%+0.05 ppMulti-line Insurance0.18%-0.04 ppReinsurance0.04%-0.02 ppProperty & Casualty Insurance1.11%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.44%
Industry change · 12M
-0.08 pp
Life & Health Insurance · contribution
-0.081 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $54.9bn | 0.129% | +0.031 pp | -0.024 pp | +35.0% | Yes |
| Aflac → AFL | United States | $58.7bn | 0.138% | +0.041 pp | -0.020 pp | +37.1% | Yes |
| Globe Life → GL | United States | $9.5bn | 0.022% | +0.007 pp | -0.015 pp | -8.4% | Yes |
| Principal Financial Group → PFG | United States | $18.8bn | 0.044% | +0.010 pp | -0.011 pp | +26.1% | Yes |
| Prudential Financial → PRU | United States | $43.6bn | 0.102% | +0.022 pp | -0.010 pp | +40.4% | 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.