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
Transaction & Payment Processing Services0.79%-0.41 ppInvestment Banking & Brokerage1.41%+0.20 ppInsurance Brokers0.57%-0.17 ppFinancial Exchanges & Data0.92%-0.15 ppProperty & Casualty Insurance0.98%-0.15 ppConsumer Finance0.82%+0.13 ppAsset Management & Custody Banks1.33%-0.11 ppLife & Health Insurance0.34%-0.10 ppRegional Banks0.29%-0.06 ppDiversified Banks3.75%+0.03 ppMulti-line Insurance0.15%-0.03 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.34%
Industry change · 12M
-0.10 pp
Life & Health Insurance · contribution
-0.096 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| MetLife → MET | United States | $50.4bn | 0.099% | -0.013 pp | -0.036 pp | -10.7% | No |
| Prudential Financial → PRU | United States | $37.9bn | 0.074% | -0.006 pp | -0.027 pp | -12.0% | No |
| Aflac → AFL | United States | $57.8bn | 0.114% | -0.005 pp | -0.026 pp | -1.1% | No |
| Principal Financial Group → PFG | United States | $18.6bn | 0.037% | -0.001 pp | -0.007 pp | +1.1% | No |
| Globe Life → GL | United States | $10.7bn | 0.021% | -0.002 pp | +0.000 pp | +22.1% | 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.