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%-99.35 ppDiversified Banks4.61%+4.60 ppTransaction & Payment Processing Services2.56%+2.56 ppInvestment Banking & Brokerage1.39%+1.39 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.87%+0.87 ppConsumer Finance0.80%+0.80 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.53%+0.52 ppRegional Banks0.39%+0.39 ppMulti-line Insurance0.22%+0.22 ppReinsurance0.03%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.69%
Industry change · 12M
+0.69 pp
Asset Management & Custody Banks · contribution
+0.688 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $46.3bn | 0.159% | +0.012 pp | +0.159 pp | +53.9% | Yes |
| BNY Mellon → BNY | United States | $44.9bn | 0.154% | -0.005 pp | +0.154 pp | +47.5% | Yes |
| State Street Corporation → STT | United States | $29.9bn | 0.103% | -0.003 pp | +0.103 pp | +40.5% | Yes |
| Ameriprise Financial → AMP | United States | $29.9bn | 0.102% | -0.007 pp | +0.102 pp | +71.4% | Yes |
| Northern Trust → NTRS | United States | $23.5bn | 0.081% | -0.005 pp | +0.081 pp | +48.3% | Yes |
| Franklin Resources → BEN | United States | $14.9bn | 0.051% | -0.004 pp | +0.051 pp | +46.5% | Yes |
| Invesco → IVZ | United States | $11.2bn | 0.039% | -0.007 pp | +0.039 pp | +152.0% | 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.