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

Universe›Financials›Asset Management & Custody Banks›Asset Management & Custody Banks

1 · Sector

Weight and 12M allocation change

Consumer Discretionary53.6%+53.57 pp Information Technology13.3%+13.32 pp Health Care7.9%+7.89 pp Financials7.2%+7.19 pp Industrials6.2%+6.17 pp Consumer Staples3.6%+3.57 pp Communication Services2.4%+2.43 pp Materials1.6%+1.59 pp Real Estate1.5%+1.47 pp Energy1.2%+1.18 pp Utilities1.5%-98.38 pp

2 · Industry

Inside Financials

Diversified Banks2.52%+2.51 pp Transaction & Payment Processing Services1.41%+1.40 pp Investment Banking & Brokerage0.68%+0.68 pp Financial Exchanges & Data0.51%+0.51 pp Property & Casualty Insurance0.46%+0.46 pp Consumer Finance0.37%+0.37 pp Asset Management & Custody Banks0.34%+0.34 pp Life & Health Insurance0.29%+0.29 pp Insurance Brokers0.27%+0.27 pp Regional Banks0.23%+0.23 pp Multi-line Insurance0.12%+0.12 pp Reinsurance0.02%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Asset Management & Custody Banks

Asset Management & Custody Banks0.34%+0.337 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Asset Management & Custody Banks · weight

0.34%

Industry change · 12M

+0.34 pp

Asset Management & Custody Banks · contribution

+0.337 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2021 · 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	$37.0bn	0.074%	-0.073 pp	+0.074 pp	+9.2%	No
T. Rowe Price → TROW	United States	$37.0bn	0.074%	-0.064 pp	+0.074 pp	+41.7%	No
Ameriprise Financial → AMP	United States	$25.8bn	0.052%	-0.041 pp	+0.052 pp	+60.7%	No
State Street Corporation → STT	United States	$25.6bn	0.051%	-0.054 pp	+0.051 pp	+10.6%	No
Northern Trust → NTRS	United States	$19.8bn	0.040%	-0.043 pp	+0.040 pp	+12.2%	No
Franklin Resources → BEN	United States	$13.2bn	0.026%	-0.021 pp	+0.026 pp	+26.9%	No
Invesco → IVZ	United States	$10.3bn	0.021%	-0.011 pp	+0.021 pp	+63.9%	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.