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%+99.30 ppDiversified Banks0.00%-6.46 ppTransaction & Payment Processing Services0.00%-2.22 ppProperty & Casualty Insurance0.00%-1.24 ppInvestment Banking & Brokerage0.00%-1.10 ppFinancial Exchanges & Data0.00%-1.05 ppConsumer Finance0.00%-0.87 ppAsset Management & Custody Banks0.00%-0.81 ppLife & Health Insurance0.00%-0.77 ppRegional Banks0.00%-0.56 ppMulti-line Insurance0.00%-0.38 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
-0.81 pp
Asset Management & Custody Banks · contribution
-0.814 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $30.4bn | 0.000% | -0.000 pp | -0.226 pp | -21.7% | No |
| T. Rowe Price → TROW | United States | $29.1bn | 0.000% | -0.000 pp | -0.143 pp | +15.7% | No |
| State Street Corporation → STT | United States | $20.9bn | 0.000% | -0.000 pp | -0.117 pp | +3.7% | No |
| Northern Trust → NTRS | United States | $16.2bn | 0.000% | -0.000 pp | -0.106 pp | -13.6% | No |
| Ameriprise Financial → AMP | United States | $18.5bn | 0.000% | -0.000 pp | -0.102 pp | +7.6% | No |
| Franklin Resources → BEN | United States | $10.1bn | 0.000% | -0.000 pp | -0.077 pp | -25.7% | No |
| Invesco → IVZ | United States | $5.2bn | 0.000% | -0.000 pp | -0.042 pp | -27.9% | 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.