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 Banks1.67%+0.92 ppDiversified Banks3.87%+0.19 ppInvestment Banking & Brokerage1.26%+0.15 ppFinancial Exchanges & Data1.08%-0.14 ppConsumer Finance0.73%+0.09 ppProperty & Casualty Insurance1.05%-0.09 ppTransaction & Payment Processing Services1.23%-0.08 ppLife & Health Insurance0.43%-0.08 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.70%-0.05 ppReinsurance0.03%-0.02 ppRegional Banks0.33%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.43%
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
Jan 2025 · 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 | $59.9bn | 0.133% | +0.004 pp | -0.019 pp | +28.7% | Yes |
| Prudential Financial → PRU | United States | $43.0bn | 0.096% | -0.007 pp | -0.017 pp | +20.3% | No |
| Principal Financial Group → PFG | United States | $18.9bn | 0.042% | -0.002 pp | -0.014 pp | +7.9% | No |
| Aflac → AFL | United States | $59.7bn | 0.133% | -0.005 pp | -0.014 pp | +30.1% | No |
| Globe Life → GL | United States | $10.2bn | 0.023% | +0.000 pp | -0.012 pp | +0.4% | 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.