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
Insurance Brokers99.90%+99.27 ppDiversified Banks0.00%-6.48 ppTransaction & Payment Processing Services0.00%-2.12 ppProperty & Casualty Insurance0.00%-1.27 ppInvestment Banking & Brokerage0.00%-1.15 ppFinancial Exchanges & Data0.00%-1.04 ppConsumer Finance0.00%-0.93 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.83 ppRegional Banks0.00%-0.58 ppMulti-line Insurance0.00%-0.39 ppReinsurance0.00%-0.06 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.00%
Industry change · 12M
-0.85 pp
Asset Management & Custody Banks · contribution
-0.853 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2020 · 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 | $32.9bn | 0.000% | +0.000 pp | -0.238 pp | -10.4% | No |
| T. Rowe Price → TROW | United States | $27.5bn | 0.000% | +0.000 pp | -0.139 pp | +23.1% | No |
| State Street Corporation → STT | United States | $21.5bn | 0.000% | +0.000 pp | -0.120 pp | +14.1% | No |
| Northern Trust → NTRS | United States | $16.4bn | 0.000% | +0.000 pp | -0.108 pp | -4.8% | No |
| Ameriprise Financial → AMP | United States | $17.1bn | 0.000% | +0.000 pp | -0.108 pp | +4.1% | No |
| Franklin Resources → BEN | United States | $9.3bn | 0.000% | +0.000 pp | -0.094 pp | -38.1% | No |
| Invesco → IVZ | United States | $3.7bn | 0.000% | -0.000 pp | -0.046 pp | -56.1% | 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.