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 Banks1.51%+0.56 ppInvestment Banking & Brokerage1.40%+0.35 ppDiversified Banks3.86%+0.28 ppConsumer Finance0.84%+0.21 ppTransaction & Payment Processing Services0.98%-0.16 ppProperty & Casualty Insurance1.02%-0.15 ppFinancial Exchanges & Data1.05%-0.09 ppInsurance Brokers0.67%-0.08 ppLife & Health Insurance0.37%-0.08 ppMulti-line Insurance0.16%-0.03 ppReinsurance0.03%-0.01 ppRegional Banks0.32%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.37%
Industry change · 12M
-0.08 pp
Life & Health Insurance · contribution
-0.082 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $57.2bn | 0.118% | -0.008 pp | -0.031 pp | -1.1% | No |
| Prudential Financial → PRU | United States | $38.6bn | 0.080% | -0.003 pp | -0.024 pp | -5.1% | No |
| MetLife → MET | United States | $54.1bn | 0.112% | -0.007 pp | -0.019 pp | +8.0% | No |
| Principal Financial Group → PFG | United States | $17.9bn | 0.037% | -0.002 pp | -0.008 pp | +2.5% | No |
| Globe Life → GL | United States | $11.3bn | 0.024% | +0.001 pp | +0.001 pp | +34.4% | 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.