Life & Health Insurance
Life & Health Insurance is gaining market weight. Lost weight for 1 consecutive month.
Most of this industry's gains came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 89% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2018 – Oct 2021 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Prudential Financial → PRU | Life & Health Insurance | United States | 0.142% | +0.022 pp | +80.9% | 0.0 |
| MetLife → MET | Life & Health Insurance | United States | 0.180% | +0.017 pp | +72.1% | 0.0 |
| Globe Life → GL | Life & Health Insurance | United States | 0.030% | -0.011 pp | +10.7% | 0.0 |
| Principal Financial Group → PFG | Life & Health Insurance | United States | 0.059% | +0.008 pp | +78.0% | 0.0 |
| Aflac → AFL | Life & Health Insurance | United States | 0.119% | +0.006 pp | +62.1% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Oct 2021 | 0.530% | -0.014 pp | +0.005 pp | -0.052 pp | +0.043 pp | +22.4% |
| Sep 2021 | 0.544% | +0.009 pp | -0.008 pp | +0.247 pp | +0.543 pp | +26.9% |
| Aug 2021 | 0.534% | +0.009 pp | -0.063 pp | +0.247 pp | +0.534 pp | +24.9% |
| Jul 2021 | 0.525% | -0.026 pp | -0.057 pp | +0.216 pp | +0.525 pp | +17.6% |
| Jun 2021 | 0.552% | -0.045 pp | +0.255 pp | +0.034 pp | +0.551 pp | +17.3% |
| May 2021 | 0.597% | +0.015 pp | +0.310 pp | +0.062 pp | +0.596 pp | +23.6% |
| Apr 2021 | 0.582% | +0.286 pp | +0.273 pp | +0.095 pp | +0.004 pp | +13.9% |
| Mar 2021 | 0.296% | +0.010 pp | -0.222 pp | +0.296 pp | +0.296 pp | +17.3% |
| Feb 2021 | 0.287% | -0.022 pp | -0.248 pp | +0.286 pp | +0.286 pp | -3.1% |
| Jan 2021 | 0.309% | -0.209 pp | -0.178 pp | +0.309 pp | -0.412 pp | -19.6% |
| Dec 2020 | 0.518% | -0.016 pp | +0.517 pp | +0.517 pp | -0.218 pp | -21.5% |
| Nov 2020 | 0.534% | +0.047 pp | +0.534 pp | +0.534 pp | -0.223 pp | -22.0% |
| Oct 2020 | 0.487% | +0.487 pp | +0.487 pp | -0.091 pp | -0.268 pp | -27.8% |
| Sep 2020 | 0.001% | -0.000 pp | -0.000 pp | +0.000 pp | -0.772 pp | -30.6% |
| Aug 2020 | 0.001% | +0.000 pp | -0.000 pp | +0.000 pp | -0.736 pp | -26.7% |
| Jul 2020 | 0.001% | -0.000 pp | -0.578 pp | -0.721 pp | -0.815 pp | -31.6% |
| Jun 2020 | 0.001% | -0.000 pp | +0.000 pp | -0.736 pp | -0.835 pp | -30.5% |
| May 2020 | 0.001% | -0.578 pp | +0.000 pp | -0.756 pp | -0.835 pp | -27.8% |
| Apr 2020 | 0.578% | +0.578 pp | -0.143 pp | -0.177 pp | -0.260 pp | -22.2% |
| Mar 2020 | 0.000% | -0.000 pp | -0.736 pp | -0.772 pp | -0.797 pp | -22.2% |
| Feb 2020 | 0.001% | -0.721 pp | -0.756 pp | -0.736 pp | -0.829 pp | -12.3% |
| Jan 2020 | 0.721% | -0.015 pp | -0.034 pp | -0.095 pp | +0.250 pp | -4.6% |
| Dec 2019 | 0.736% | -0.021 pp | -0.036 pp | -0.100 pp | +0.273 pp | -1.5% |
| Nov 2019 | 0.757% | +0.001 pp | +0.020 pp | -0.079 pp | +0.288 pp | +0.9% |
| Oct 2019 | 0.755% | -0.017 pp | -0.060 pp | -0.083 pp | +0.294 pp | +2.1% |
| Sep 2019 | 0.773% | +0.036 pp | -0.063 pp | -0.025 pp | +0.290 pp | +2.0% |
| Aug 2019 | 0.736% | -0.079 pp | -0.099 pp | -0.094 pp | +0.260 pp | -1.2% |
| Jul 2019 | 0.816% | -0.020 pp | -0.023 pp | +0.344 pp | -0.068 pp | +6.3% |
| Jun 2019 | 0.836% | +0.000 pp | +0.038 pp | +0.372 pp | -0.022 pp | +11.8% |
| May 2019 | 0.835% | -0.003 pp | +0.005 pp | +0.366 pp | -0.062 pp | +5.9% |
| Apr 2019 | 0.839% | +0.041 pp | +0.367 pp | +0.378 pp | -0.016 pp | -1.9% |
| Mar 2019 | 0.798% | -0.032 pp | +0.334 pp | +0.315 pp | -0.034 pp | -4.5% |
| Feb 2019 | 0.830% | +0.359 pp | +0.361 pp | +0.353 pp | -0.001 pp | -0.2% |
| Jan 2019 | 0.471% | +0.008 pp | +0.010 pp | -0.412 pp | -0.374 pp | -1.7% |
| Dec 2018 | 0.464% | -0.005 pp | -0.018 pp | -0.394 pp | -0.382 pp | -3.6% |
| Nov 2018 | 0.469% | +0.008 pp | -0.008 pp | -0.428 pp | -0.377 pp | -2.6% |
| Oct 2018 | 0.461% | -0.021 pp | -0.423 pp | -0.394 pp | -0.385 pp | -6.3% |
| Sep 2018 | 0.482% | +0.005 pp | -0.375 pp | -0.350 pp | -0.364 pp | -3.5% |
| Aug 2018 | 0.477% | -0.407 pp | -0.421 pp | -0.354 pp | -0.369 pp | -5.3% |
| Jul 2018 | 0.884% | +0.027 pp | +0.029 pp | +0.038 pp | +0.038 pp | -4.0% |
| Jun 2018 | 0.857% | -0.040 pp | +0.026 pp | +0.011 pp | +0.011 pp | -7.8% |
| May 2018 | 0.897% | +0.043 pp | +0.067 pp | +0.052 pp | +0.052 pp | -4.1% |
| Apr 2018 | 0.855% | +0.023 pp | +0.009 pp | +0.009 pp | +0.009 pp | +0.9% |
| Mar 2018 | 0.832% | +0.001 pp | -0.014 pp | -0.014 pp | -0.014 pp | -1.3% |
| Feb 2018 | 0.830% | -0.015 pp | -0.015 pp | -0.015 pp | -0.015 pp | -1.3% |
| Jan 2018 | 0.846% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.