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%+0.53 ppAsset Management & Custody Banks1.45%+0.49 ppInvestment Banking & Brokerage1.41%+0.40 ppTransaction & Payment Processing Services0.90%-0.21 ppConsumer Finance0.79%+0.16 ppFinancial Exchanges & Data0.94%-0.16 ppProperty & Casualty Insurance1.00%-0.13 ppLife & Health Insurance0.36%-0.09 ppInsurance Brokers0.64%-0.07 ppMulti-line Insurance0.15%-0.02 ppRegional Banks0.31%-0.01 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.36%
Industry change · 12M
-0.09 pp
Life & Health Insurance · contribution
-0.087 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $36.5bn | 0.073% | -0.009 pp | -0.028 pp | -10.2% | No |
| Aflac → AFL | United States | $59.7bn | 0.120% | -0.003 pp | -0.026 pp | +2.0% | No |
| MetLife → MET | United States | $54.8bn | 0.110% | -0.007 pp | -0.025 pp | +2.7% | No |
| Principal Financial Group → PFG | United States | $18.5bn | 0.037% | -0.001 pp | -0.009 pp | +0.2% | No |
| Globe Life → GL | United States | $11.6bn | 0.023% | +0.001 pp | +0.001 pp | +36.2% | 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.