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 Brokers0.54%-99.36 ppDiversified Banks4.94%+4.93 ppTransaction & Payment Processing Services2.63%+2.63 ppInvestment Banking & Brokerage1.43%+1.43 ppFinancial Exchanges & Data1.09%+1.09 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.81%+0.81 ppAsset Management & Custody Banks0.71%+0.70 ppLife & Health Insurance0.55%+0.55 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.23%+0.23 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.71%
Industry change · 12M
+0.70 pp
Asset Management & Custody Banks · contribution
+0.704 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| T. Rowe Price → TROW | United States | $44.9bn | 0.159% | +0.082 pp | +0.158 pp | +66.9% | Yes |
| BNY Mellon → BNY | United States | $44.9bn | 0.158% | +0.077 pp | +0.158 pp | +36.7% | Yes |
| Ameriprise Financial → AMP | United States | $28.8bn | 0.102% | +0.049 pp | +0.102 pp | +69.5% | Yes |
| State Street Corporation → STT | United States | $28.6bn | 0.101% | +0.043 pp | +0.101 pp | +33.2% | Yes |
| Northern Trust → NTRS | United States | $24.1bn | 0.085% | +0.042 pp | +0.085 pp | +50.0% | Yes |
| Franklin Resources → BEN | United States | $16.1bn | 0.057% | +0.028 pp | +0.057 pp | +61.3% | Yes |
| Invesco → IVZ | United States | $12.3bn | 0.044% | +0.021 pp | +0.044 pp | +157.8% | 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.