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
Investment Banking & Brokerage1.68%+0.06 ppFinancial Exchanges & Data0.89%+0.05 ppDiversified Banks8.47%+0.03 ppMulti-line Insurance0.43%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppInsurance Brokers0.53%+0.02 ppRegional Banks0.80%+0.02 ppProperty & Casualty Insurance1.20%-0.02 ppAsset Management & Custody Banks1.23%+0.02 ppLife & Health Insurance0.83%-0.02 ppReinsurance0.06%+0.01 ppConsumer Finance0.95%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.23%
Industry change · 12M
+0.02 pp
Asset Management & Custody Banks · contribution
+0.016 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2018 · 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 |
|---|---|---|---|---|---|---|---|
| BNY Mellon → BNY | United States | $57.6bn | 0.345% | +0.014 pp | +0.014 pp | +0.6% | Yes |
| T. Rowe Price → TROW | United States | $27.4bn | 0.164% | +0.010 pp | +0.010 pp | +0.2% | Yes |
| Northern Trust → NTRS | United States | $24.0bn | 0.144% | +0.007 pp | +0.007 pp | +0.5% | Yes |
| Franklin Resources → BEN | United States | $21.3bn | 0.128% | -0.006 pp | -0.006 pp | -8.8% | No |
| Ameriprise Financial → AMP | United States | $22.9bn | 0.137% | -0.005 pp | -0.005 pp | -6.8% | No |
| Invesco → IVZ | United States | $13.2bn | 0.079% | -0.004 pp | -0.004 pp | -9.1% | No |
| State Street Corporation → STT | United States | $39.0bn | 0.234% | +0.001 pp | +0.001 pp | -3.6% | 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.