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 Banks3.54%-0.33 ppTransaction & Payment Processing Services0.68%-0.30 ppFinancial Exchanges & Data0.77%-0.27 ppAsset Management & Custody Banks1.30%-0.21 ppConsumer Finance0.63%-0.21 ppInsurance Brokers0.47%-0.20 ppProperty & Casualty Insurance0.87%-0.15 ppLife & Health Insurance0.33%-0.04 ppInvestment Banking & Brokerage1.44%+0.03 ppMulti-line Insurance0.13%-0.03 ppReinsurance0.02%-0.01 ppRegional Banks0.32%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.33%
Industry change · 12M
-0.04 pp
Life & Health Insurance · contribution
-0.045 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $58.1bn | 0.097% | -0.002 pp | -0.022 pp | +10.7% | Yes |
| Prudential Financial → PRU | United States | $40.6bn | 0.068% | +0.007 pp | -0.012 pp | +12.9% | Yes |
| MetLife → MET | United States | $60.5bn | 0.101% | +0.009 pp | -0.011 pp | +20.3% | Yes |
| Principal Financial Group → PFG | United States | $23.8bn | 0.040% | +0.001 pp | +0.002 pp | +41.9% | Yes |
| Globe Life → GL | United States | $13.3bn | 0.022% | +0.001 pp | -0.001 pp | +24.4% | 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.