Life & Health Insurance
Life & Health Insurance is losing market weight. Gained weight for 1 consecutive month.
The loss is shared across much of the industry.
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 67% of gross losses. 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
Dec 2019 – Nov 2024 · 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 |
|---|---|---|---|---|---|---|
| Globe Life → GL | Life & Health Insurance | United States | 0.021% | -0.016 pp | -8.8% | 0.0 |
| MetLife → MET | Life & Health Insurance | United States | 0.135% | -0.012 pp | +43.0% | 0.0 |
| Aflac → AFL | Life & Health Insurance | United States | 0.140% | -0.011 pp | +40.8% | 0.0 |
| Principal Financial Group → PFG | Life & Health Insurance | United States | 0.044% | -0.011 pp | +21.1% | 0.0 |
| Prudential Financial → PRU | Life & Health Insurance | United States | 0.102% | -0.008 pp | +38.3% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Nov 2024 | 0.441% | +0.005 pp | -0.013 pp | +0.111 pp | -0.058 pp | +6.8% |
| Oct 2024 | 0.436% | -0.013 pp | +0.111 pp | -0.042 pp | -0.081 pp | +0.2% |
| Sep 2024 | 0.449% | -0.004 pp | +0.133 pp | -0.040 pp | -0.069 pp | +2.5% |
| Aug 2024 | 0.453% | +0.128 pp | +0.123 pp | -0.026 pp | -0.043 pp | +6.0% |
| Jul 2024 | 0.325% | +0.009 pp | -0.153 pp | -0.177 pp | -0.018 pp | +7.2% |
| Jun 2024 | 0.316% | -0.014 pp | -0.173 pp | -0.175 pp | -0.023 pp | +4.8% |
| May 2024 | 0.330% | -0.148 pp | -0.149 pp | -0.169 pp | +0.006 pp | +15.4% |
| Apr 2024 | 0.478% | -0.011 pp | -0.024 pp | -0.039 pp | -0.031 pp | +1.6% |
| Mar 2024 | 0.490% | +0.011 pp | -0.002 pp | -0.028 pp | +0.001 pp | +8.4% |
| Feb 2024 | 0.479% | -0.023 pp | -0.020 pp | -0.017 pp | -0.110 pp | -12.1% |
| Jan 2024 | 0.502% | +0.011 pp | -0.015 pp | +0.159 pp | -0.100 pp | -9.0% |
| Dec 2023 | 0.491% | -0.007 pp | -0.026 pp | +0.153 pp | -0.123 pp | -14.4% |
| Nov 2023 | 0.499% | -0.019 pp | +0.003 pp | +0.174 pp | -0.106 pp | -12.8% |
| Oct 2023 | 0.517% | -0.001 pp | +0.174 pp | +0.008 pp | -0.093 pp | -13.5% |
| Sep 2023 | 0.518% | +0.022 pp | +0.179 pp | +0.029 pp | -0.046 pp | -3.3% |
| Aug 2023 | 0.496% | +0.153 pp | +0.172 pp | -0.092 pp | -0.050 pp | -3.4% |
| Jul 2023 | 0.343% | +0.004 pp | -0.166 pp | -0.260 pp | -0.182 pp | -0.8% |
| Jun 2023 | 0.339% | +0.015 pp | -0.150 pp | -0.276 pp | -0.241 pp | -8.3% |
| May 2023 | 0.324% | -0.185 pp | -0.264 pp | -0.281 pp | -0.258 pp | -12.8% |
| Apr 2023 | 0.509% | +0.020 pp | -0.093 pp | -0.101 pp | -0.067 pp | -0.0% |
| Mar 2023 | 0.489% | -0.099 pp | -0.126 pp | -0.075 pp | -0.095 pp | -3.2% |
| Feb 2023 | 0.588% | -0.014 pp | -0.017 pp | +0.042 pp | +0.013 pp | +19.7% |
| Jan 2023 | 0.602% | -0.012 pp | -0.008 pp | +0.078 pp | +0.031 pp | +23.1% |
| Dec 2022 | 0.615% | +0.010 pp | +0.050 pp | +0.035 pp | +0.100 pp | +41.8% |
| Nov 2022 | 0.605% | -0.005 pp | +0.059 pp | +0.023 pp | +0.096 pp | +45.3% |
| Oct 2022 | 0.610% | +0.046 pp | +0.085 pp | +0.034 pp | +0.080 pp | +47.3% |
| Sep 2022 | 0.564% | +0.018 pp | -0.015 pp | -0.019 pp | +0.021 pp | +27.8% |
| Aug 2022 | 0.546% | +0.021 pp | -0.036 pp | -0.029 pp | +0.012 pp | +24.4% |
| Jul 2022 | 0.525% | -0.055 pp | -0.052 pp | -0.046 pp | -0.001 pp | +21.4% |
| Jun 2022 | 0.580% | -0.003 pp | -0.004 pp | +0.065 pp | +0.028 pp | +23.8% |
| May 2022 | 0.582% | +0.006 pp | +0.007 pp | +0.073 pp | -0.014 pp | +14.4% |
| Apr 2022 | 0.576% | -0.007 pp | +0.005 pp | +0.047 pp | -0.006 pp | +15.2% |
| Mar 2022 | 0.584% | +0.008 pp | +0.069 pp | +0.040 pp | +0.287 pp | +17.3% |
| Feb 2022 | 0.575% | +0.004 pp | +0.066 pp | +0.041 pp | +0.289 pp | +17.3% |
| Jan 2022 | 0.571% | +0.056 pp | +0.041 pp | +0.046 pp | +0.262 pp | +26.5% |
| Dec 2021 | 0.515% | +0.006 pp | -0.029 pp | -0.037 pp | -0.003 pp | +15.6% |
| Nov 2021 | 0.509% | -0.021 pp | -0.025 pp | -0.087 pp | -0.025 pp | +9.6% |
| 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% |
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.