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 Banks2.63%-1.07 ppTransaction & Payment Processing Services0.51%-0.73 ppAsset Management & Custody Banks0.90%-0.57 ppProperty & Casualty Insurance0.70%-0.54 ppFinancial Exchanges & Data0.63%-0.51 ppInsurance Brokers0.38%-0.49 ppInvestment Banking & Brokerage1.03%-0.22 ppLife & Health Insurance0.24%-0.20 ppConsumer Finance0.50%-0.16 ppMulti-line Insurance0.11%-0.09 ppRegional Banks0.25%-0.06 ppReinsurance0.02%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.24%
Industry change · 12M
-0.20 pp
Life & Health Insurance · contribution
-0.196 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $46.1bn | 0.067% | -0.035 pp | -0.063 pp | -9.3% | No |
| Aflac → AFL | United States | $56.7bn | 0.082% | -0.031 pp | -0.062 pp | +0.8% | No |
| Prudential Financial → PRU | United States | $34.0bn | 0.050% | -0.028 pp | -0.044 pp | -7.9% | No |
| Principal Financial Group → PFG | United States | $19.5bn | 0.028% | -0.010 pp | -0.017 pp | +10.9% | No |
| Globe Life → GL | United States | $10.9bn | 0.016% | -0.006 pp | -0.010 pp | +6.5% | 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.