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 Brokers0.56%-99.34 ppDiversified Banks5.28%+5.27 ppTransaction & Payment Processing Services2.57%+2.57 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.03%+1.03 ppProperty & Casualty Insurance0.95%+0.95 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.73%+0.73 ppLife & Health Insurance0.60%+0.60 ppRegional Banks0.48%+0.47 ppMulti-line Insurance0.25%+0.25 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.73%
Industry change · 12M
+0.73 pp
Asset Management & Custody Banks · contribution
+0.734 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $45.6bn | 0.163% | +0.089 pp | +0.163 pp | +44.5% | Yes |
| T. Rowe Price → TROW | United States | $43.4bn | 0.156% | +0.082 pp | +0.155 pp | +62.6% | Yes |
| State Street Corporation → STT | United States | $30.2bn | 0.108% | +0.057 pp | +0.108 pp | +47.1% | Yes |
| Ameriprise Financial → AMP | United States | $30.1bn | 0.108% | +0.056 pp | +0.108 pp | +89.6% | Yes |
| Northern Trust → NTRS | United States | $25.2bn | 0.090% | +0.051 pp | +0.090 pp | +58.2% | Yes |
| Franklin Resources → BEN | United States | $17.3bn | 0.062% | +0.035 pp | +0.062 pp | +90.0% | Yes |
| Invesco → IVZ | United States | $13.2bn | 0.047% | +0.027 pp | +0.047 pp | +271.5% | 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.