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
Diversified Banks3.71%+1.04 ppAsset Management & Custody Banks1.44%+0.94 ppInvestment Banking & Brokerage1.31%+0.50 ppProperty & Casualty Insurance1.20%+0.38 ppFinancial Exchanges & Data1.11%+0.35 ppTransaction & Payment Processing Services1.13%+0.30 ppInsurance Brokers0.79%+0.27 ppConsumer Finance0.68%+0.22 ppRegional Banks0.30%+0.07 ppLife & Health Insurance0.39%+0.06 ppMulti-line Insurance0.18%+0.03 ppReinsurance0.03%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.39%
Industry change · 12M
+0.06 pp
Life & Health Insurance · contribution
+0.062 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $56.0bn | 0.127% | -0.007 pp | +0.029 pp | +17.6% | No |
| MetLife → MET | United States | $52.8bn | 0.120% | -0.012 pp | +0.021 pp | +11.8% | No |
| Globe Life → GL | United States | $10.1bn | 0.023% | -0.001 pp | +0.008 pp | +48.6% | No |
| Principal Financial Group → PFG | United States | $17.5bn | 0.040% | -0.005 pp | +0.003 pp | -1.7% | No |
| Prudential Financial → PRU | United States | $36.8bn | 0.083% | -0.008 pp | +0.001 pp | -9.6% | 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.