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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Financials
Diversified Banks3.30%-0.54 ppAsset Management & Custody Banks1.15%-0.30 ppTransaction & Payment Processing Services0.64%-0.26 ppInsurance Brokers0.41%-0.23 ppFinancial Exchanges & Data0.72%-0.23 ppConsumer Finance0.58%-0.21 ppProperty & Casualty Insurance0.83%-0.18 ppInvestment Banking & Brokerage1.28%-0.13 ppLife & Health Insurance0.32%-0.04 ppMulti-line Insurance0.12%-0.03 ppReinsurance0.02%-0.01 ppRegional Banks0.30%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Life & Health Insurance
Life & Health Insurance · weight
0.32%
Industry change · 12M
-0.04 pp
Life & Health Insurance · contribution
-0.040 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $56.0bn | 0.094% | -0.010 pp | -0.025 pp | +2.2% | No |
| MetLife → MET | United States | $59.8bn | 0.101% | +0.006 pp | -0.009 pp | +17.6% | Yes |
| Prudential Financial → PRU | United States | $39.2bn | 0.066% | +0.001 pp | -0.007 pp | +15.3% | Yes |
| Principal Financial Group → PFG | United States | $24.2bn | 0.041% | +0.000 pp | +0.004 pp | +39.7% | Yes |
| Globe Life → GL | United States | $12.7bn | 0.021% | -0.003 pp | -0.002 pp | +16.8% | 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.