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 Banks1.44%+0.72 ppDiversified Banks3.65%-0.24 ppTransaction & Payment Processing Services1.18%-0.11 ppInvestment Banking & Brokerage1.28%+0.10 ppLife & Health Insurance0.42%-0.06 ppInsurance Brokers0.80%+0.04 ppMulti-line Insurance0.18%-0.04 ppRegional Banks0.30%-0.04 ppConsumer Finance0.66%-0.04 ppProperty & Casualty Insurance1.22%+0.03 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.12%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.42%
Industry change · 12M
-0.06 pp
Life & Health Insurance · contribution
-0.060 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $36.4bn | 0.087% | -0.008 pp | -0.028 pp | -2.8% | No |
| MetLife → MET | United States | $51.3bn | 0.123% | -0.010 pp | -0.026 pp | +9.2% | No |
| Principal Financial Group → PFG | United States | $16.6bn | 0.040% | -0.002 pp | -0.014 pp | -3.0% | No |
| Globe Life → GL | United States | $10.3bn | 0.025% | +0.002 pp | +0.004 pp | +63.5% | Yes |
| Aflac → AFL | United States | $59.4bn | 0.143% | +0.010 pp | +0.003 pp | +32.6% | 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.