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 Banks3.84%+1.23 ppAsset Management & Custody Banks1.47%+0.81 ppInvestment Banking & Brokerage1.38%+0.58 ppFinancial Exchanges & Data1.09%+0.32 ppProperty & Casualty Insurance1.09%+0.32 ppTransaction & Payment Processing Services1.08%+0.29 ppConsumer Finance0.71%+0.27 ppInsurance Brokers0.71%+0.19 ppRegional Banks0.31%+0.09 ppLife & Health Insurance0.38%+0.07 ppMulti-line Insurance0.17%+0.03 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.03%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.38%
Industry change · 12M
+0.07 pp
Life & Health Insurance · contribution
+0.066 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $57.0bn | 0.123% | -0.021 pp | +0.028 pp | +20.5% | No |
| MetLife → MET | United States | $54.0bn | 0.116% | -0.013 pp | +0.023 pp | +17.9% | No |
| Globe Life → GL | United States | $10.3bn | 0.022% | -0.004 pp | +0.008 pp | +52.5% | No |
| Principal Financial Group → PFG | United States | $17.8bn | 0.038% | -0.007 pp | +0.004 pp | +5.0% | No |
| Prudential Financial → PRU | United States | $38.0bn | 0.082% | -0.012 pp | +0.003 pp | -4.0% | 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.