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 Banks3.82%+1.21 ppAsset Management & Custody Banks1.55%+0.85 ppInvestment Banking & Brokerage1.40%+0.61 ppConsumer Finance0.78%+0.32 ppFinancial Exchanges & Data1.09%+0.29 ppProperty & Casualty Insurance1.00%+0.23 ppTransaction & Payment Processing Services0.99%+0.19 ppInsurance Brokers0.65%+0.12 ppRegional Banks0.31%+0.06 ppLife & Health Insurance0.36%+0.03 ppMulti-line Insurance0.15%+0.01 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.36%
Industry change · 12M
+0.03 pp
Life & Health Insurance · contribution
+0.034 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $53.7bn | 0.113% | -0.029 pp | +0.016 pp | +6.3% | No |
| MetLife → MET | United States | $51.0bn | 0.108% | -0.016 pp | +0.010 pp | +1.7% | No |
| Globe Life → GL | United States | $11.6bn | 0.024% | -0.000 pp | +0.009 pp | +52.8% | Yes |
| Prudential Financial → PRU | United States | $36.5bn | 0.077% | -0.010 pp | -0.004 pp | -13.4% | No |
| Principal Financial Group → PFG | United States | $17.3bn | 0.037% | -0.003 pp | +0.003 pp | -1.0% | 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.