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 & Brokerage1.35%+0.34 ppFinancial Exchanges & Data1.05%-0.17 ppDiversified Banks5.07%+0.16 ppConsumer Finance0.79%+0.15 ppTransaction & Payment Processing Services2.68%-0.10 ppRegional Banks0.46%+0.07 ppProperty & Casualty Insurance0.95%-0.06 ppMulti-line Insurance0.24%+0.02 ppInsurance Brokers0.56%-0.02 ppLife & Health Insurance0.58%+0.00 ppAsset Management & Custody Banks0.71%+0.00 ppReinsurance0.04%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.71%
Industry change · 12M
+0.00 pp
Asset Management & Custody Banks · contribution
+0.003 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial → AMP | United States | $30.2bn | 0.109% | +0.053 pp | +0.030 pp | +130.8% | Yes |
| BNY Mellon → BNY | United States | $43.8bn | 0.159% | +0.074 pp | -0.028 pp | +37.1% | Yes |
| Invesco → IVZ | United States | $12.5bn | 0.045% | +0.023 pp | +0.023 pp | +229.8% | Yes |
| State Street Corporation → STT | United States | $29.2bn | 0.106% | +0.047 pp | -0.018 pp | +37.3% | Yes |
| Northern Trust → NTRS | United States | $23.7bn | 0.086% | +0.041 pp | -0.006 pp | +48.3% | Yes |
| Franklin Resources → BEN | United States | $15.2bn | 0.055% | +0.023 pp | +0.003 pp | +66.9% | Yes |
| T. Rowe Price → TROW | United States | $40.7bn | 0.147% | +0.062 pp | +0.000 pp | +59.2% | 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.