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 Banks1.44%+0.72 ppDiversified Banks3.72%+0.30 ppInvestment Banking & Brokerage1.20%+0.13 ppConsumer Finance0.69%+0.13 ppFinancial Exchanges & Data1.08%-0.11 ppInsurance Brokers0.73%-0.09 ppTransaction & Payment Processing Services1.19%-0.07 ppLife & Health Insurance0.44%-0.06 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.17%-0.05 ppProperty & Casualty Insurance1.13%+0.04 ppReinsurance0.04%-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
-0.06 pp
Life & Health Insurance · contribution
-0.058 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $9.3bn | 0.021% | -0.002 pp | -0.016 pp | -8.8% | Yes |
| MetLife → MET | United States | $61.1bn | 0.135% | +0.004 pp | -0.012 pp | +43.0% | Yes |
| Aflac → AFL | United States | $63.3bn | 0.140% | -0.010 pp | -0.011 pp | +40.8% | Yes |
| Principal Financial Group → PFG | United States | $19.9bn | 0.044% | -0.002 pp | -0.011 pp | +21.1% | Yes |
| Prudential Financial → PRU | United States | $46.1bn | 0.102% | -0.003 pp | -0.008 pp | +38.3% | 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.