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 Brokers0.58%-99.32 ppDiversified Banks4.70%+4.69 ppTransaction & Payment Processing Services2.44%+2.43 ppInvestment Banking & Brokerage1.46%+1.46 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.78%+0.78 ppAsset Management & Custody Banks0.72%+0.72 ppLife & Health Insurance0.53%+0.53 ppRegional Banks0.42%+0.42 ppMulti-line Insurance0.24%+0.24 ppReinsurance0.04%+0.04 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.72%
Industry change · 12M
+0.72 pp
Asset Management & Custody Banks · contribution
+0.715 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $50.8bn | 0.170% | +0.014 pp | +0.170 pp | +67.4% | Yes |
| BNY Mellon → BNY | United States | $47.7bn | 0.159% | -0.004 pp | +0.159 pp | +53.8% | Yes |
| State Street Corporation → STT | United States | $31.9bn | 0.107% | -0.002 pp | +0.107 pp | +40.4% | Yes |
| Ameriprise Financial → AMP | United States | $31.0bn | 0.104% | -0.004 pp | +0.104 pp | +77.5% | Yes |
| Northern Trust → NTRS | United States | $24.7bn | 0.083% | -0.008 pp | +0.083 pp | +49.0% | Yes |
| Franklin Resources → BEN | United States | $16.3bn | 0.055% | -0.007 pp | +0.054 pp | +60.7% | Yes |
| Invesco → IVZ | United States | $11.7bn | 0.039% | -0.008 pp | +0.039 pp | +155.8% | 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.