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 Banks1.53%+0.78 ppInvestment Banking & Brokerage1.31%+0.22 ppDiversified Banks3.82%+0.14 ppTransaction & Payment Processing Services1.22%-0.07 ppLife & Health Insurance0.43%-0.05 ppFinancial Exchanges & Data1.11%-0.05 ppConsumer Finance0.70%+0.04 ppMulti-line Insurance0.17%-0.04 ppInsurance Brokers0.80%+0.04 ppReinsurance0.03%-0.01 ppProperty & Casualty Insurance1.13%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.43%
Industry change · 12M
-0.05 pp
Life & Health Insurance · contribution
-0.054 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Prudential Financial → PRU | United States | $40.7bn | 0.091% | -0.011 pp | -0.021 pp | +10.4% | No |
| MetLife → MET | United States | $58.7bn | 0.131% | -0.004 pp | -0.013 pp | +27.2% | No |
| Globe Life → GL | United States | $10.7bn | 0.024% | +0.003 pp | -0.010 pp | +1.4% | Yes |
| Principal Financial Group → PFG | United States | $20.1bn | 0.045% | +0.001 pp | -0.010 pp | +14.0% | Yes |
| Aflac → AFL | United States | $59.8bn | 0.134% | -0.006 pp | +0.000 pp | +38.4% | No |
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.