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%+99.31 ppDiversified Banks0.00%-6.59 ppTransaction & Payment Processing Services0.00%-2.09 ppProperty & Casualty Insurance0.00%-1.22 ppInvestment Banking & Brokerage0.00%-1.17 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.91 ppAsset Management & Custody Banks0.00%-0.85 ppLife & Health Insurance0.00%-0.82 ppRegional Banks0.00%-0.59 ppMulti-line Insurance0.00%-0.38 ppReinsurance0.00%-0.05 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
-0.847 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $31.7bn | 0.000% | -0.187 pp | -0.239 pp | -21.2% | No |
| T. Rowe Price → TROW | United States | $31.3bn | 0.000% | -0.147 pp | -0.142 pp | +25.5% | No |
| State Street Corporation → STT | United States | $22.5bn | 0.000% | -0.124 pp | -0.115 pp | +13.6% | No |
| Northern Trust → NTRS | United States | $16.3bn | 0.000% | -0.092 pp | -0.112 pp | -17.5% | No |
| Ameriprise Financial → AMP | United States | $18.8bn | 0.000% | -0.079 pp | -0.104 pp | +8.5% | No |
| Franklin Resources → BEN | United States | $10.4bn | 0.000% | -0.052 pp | -0.087 pp | -32.3% | No |
| Invesco → IVZ | United States | $4.6bn | 0.000% | -0.022 pp | -0.048 pp | -43.7% | 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.