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 Services0.73%-0.50 ppAsset Management & Custody Banks1.38%-0.30 ppInvestment Banking & Brokerage1.51%+0.26 ppInsurance Brokers0.55%-0.15 ppDiversified Banks3.74%-0.14 ppProperty & Casualty Insurance0.92%-0.12 ppFinancial Exchanges & Data0.96%-0.12 ppLife & Health Insurance0.35%-0.08 ppConsumer Finance0.78%+0.05 ppMulti-line Insurance0.14%-0.03 ppRegional Banks0.32%-0.01 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.35%
Industry change · 12M
-0.08 pp
Life & Health Insurance · contribution
-0.080 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2026 · 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 | $52.0bn | 0.099% | -0.005 pp | -0.034 pp | -6.2% | No |
| Aflac → AFL | United States | $58.2bn | 0.111% | -0.001 pp | -0.021 pp | +5.6% | No |
| Prudential Financial → PRU | United States | $38.9bn | 0.074% | +0.003 pp | -0.021 pp | -3.2% | No |
| Principal Financial Group → PFG | United States | $20.8bn | 0.040% | +0.004 pp | -0.002 pp | +19.3% | Yes |
| Globe Life → GL | United States | $11.2bn | 0.021% | +0.000 pp | -0.001 pp | +15.8% | 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.