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 Services0.62%-0.51 ppDiversified Banks3.22%-0.49 ppProperty & Casualty Insurance0.80%-0.40 ppInsurance Brokers0.41%-0.37 ppFinancial Exchanges & Data0.77%-0.35 ppAsset Management & Custody Banks1.18%-0.25 ppInvestment Banking & Brokerage1.41%+0.10 ppLife & Health Insurance0.31%-0.08 ppConsumer Finance0.62%-0.06 ppMulti-line Insurance0.13%-0.05 ppRegional Banks0.32%+0.02 ppReinsurance0.02%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.31%
Industry change · 12M
-0.08 pp
Life & Health Insurance · contribution
-0.081 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Aflac → AFL | United States | $57.2bn | 0.099% | +0.019 pp | -0.028 pp | +10.9% | Yes |
| MetLife → MET | United States | $53.2bn | 0.092% | +0.028 pp | -0.027 pp | +8.4% | Yes |
| Prudential Financial → PRU | United States | $34.9bn | 0.061% | +0.014 pp | -0.023 pp | +2.1% | Yes |
| Globe Life → GL | United States | $11.9bn | 0.021% | +0.005 pp | -0.002 pp | +26.8% | Yes |
| Principal Financial Group → PFG | United States | $22.4bn | 0.039% | +0.010 pp | -0.001 pp | +38.2% | Yes |
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.