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
Financial Exchanges & Data0.78%-0.31 ppTransaction & Payment Processing Services0.70%-0.29 ppAsset Management & Custody Banks1.28%-0.27 ppInsurance Brokers0.50%-0.15 ppConsumer Finance0.66%-0.12 ppDiversified Banks3.72%-0.10 ppInvestment Banking & Brokerage1.49%+0.09 ppProperty & Casualty Insurance0.93%-0.07 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.14%-0.02 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.36%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.36%
Industry change · 12M
+0.00 pp
Life & Health Insurance · contribution
+0.004 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Principal Financial Group → PFG | United States | $24.6bn | 0.043% | +0.013 pp | +0.006 pp | +51.5% | Yes |
| Prudential Financial → PRU | United States | $42.4bn | 0.074% | +0.028 pp | -0.003 pp | +24.3% | Yes |
| MetLife → MET | United States | $61.9bn | 0.108% | +0.037 pp | +0.000 pp | +30.4% | Yes |
| Globe Life → GL | United States | $14.2bn | 0.025% | +0.008 pp | +0.000 pp | +30.8% | Yes |
| Aflac → AFL | United States | $64.9bn | 0.113% | +0.034 pp | -0.000 pp | +31.0% | 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.