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 Banks1.47%+0.71 ppDiversified Banks3.71%-0.15 ppInvestment Banking & Brokerage1.26%+0.12 ppInsurance Brokers0.86%+0.10 ppProperty & Casualty Insurance1.24%+0.07 ppTransaction & Payment Processing Services1.24%-0.06 ppLife & Health Insurance0.44%-0.05 ppMulti-line Insurance0.19%-0.03 ppRegional Banks0.31%-0.02 ppReinsurance0.04%-0.01 ppConsumer Finance0.66%-0.00 ppFinancial Exchanges & Data1.14%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.44%
Industry change · 12M
-0.05 pp
Life & Health Insurance · contribution
-0.050 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $39.5bn | 0.094% | -0.002 pp | -0.023 pp | -0.5% | No |
| MetLife → MET | United States | $54.7bn | 0.130% | +0.001 pp | -0.019 pp | +11.5% | No |
| Principal Financial Group → PFG | United States | $19.0bn | 0.045% | +0.005 pp | -0.011 pp | +1.2% | Yes |
| Aflac → AFL | United States | $60.8bn | 0.144% | +0.014 pp | +0.007 pp | +32.2% | Yes |
| Globe Life → GL | United States | $11.0bn | 0.026% | +0.005 pp | -0.004 pp | +14.3% | 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.