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 Banks1.61%+0.83 ppFinancial Exchanges & Data1.05%-0.16 ppConsumer Finance0.69%+0.08 ppLife & Health Insurance0.42%-0.08 ppTransaction & Payment Processing Services1.19%-0.07 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.69%-0.04 ppProperty & Casualty Insurance1.06%+0.03 ppDiversified Banks3.60%-0.02 ppRegional Banks0.32%-0.01 ppReinsurance0.04%-0.01 ppInvestment Banking & Brokerage1.16%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.42%
Industry change · 12M
-0.08 pp
Life & Health Insurance · contribution
-0.076 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $56.7bn | 0.129% | -0.006 pp | -0.017 pp | +27.7% | Yes |
| Prudential Financial → PRU | United States | $42.2bn | 0.096% | -0.005 pp | -0.016 pp | +19.5% | No |
| Principal Financial Group → PFG | United States | $17.7bn | 0.040% | -0.006 pp | -0.016 pp | +1.9% | No |
| Aflac → AFL | United States | $57.5bn | 0.130% | -0.015 pp | -0.013 pp | +28.1% | No |
| Globe Life → GL | United States | $9.4bn | 0.021% | -0.001 pp | -0.013 pp | -7.5% | 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.