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 Brokers0.66%-99.24 ppDiversified Banks5.02%+5.01 ppTransaction & Payment Processing Services2.39%+2.38 ppInvestment Banking & Brokerage1.44%+1.44 ppFinancial Exchanges & Data1.10%+1.10 ppProperty & Casualty Insurance0.89%+0.89 ppConsumer Finance0.82%+0.82 ppAsset Management & Custody Banks0.69%+0.69 ppLife & Health Insurance0.54%+0.54 ppRegional Banks0.46%+0.46 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
0.69%
Industry change · 12M
+0.69 pp
Asset Management & Custody Banks · contribution
+0.691 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $44.7bn | 0.157% | -0.001 pp | +0.157 pp | +55.5% | No |
| T. Rowe Price → TROW | United States | $44.6bn | 0.157% | -0.002 pp | +0.157 pp | +59.4% | No |
| Ameriprise Financial → AMP | United States | $30.0bn | 0.105% | +0.004 pp | +0.105 pp | +74.8% | Yes |
| State Street Corporation → STT | United States | $29.1bn | 0.102% | +0.001 pp | +0.102 pp | +46.6% | No |
| Northern Trust → NTRS | United States | $22.5bn | 0.079% | -0.006 pp | +0.079 pp | +42.0% | No |
| Franklin Resources → BEN | United States | $14.9bn | 0.052% | -0.004 pp | +0.052 pp | +51.8% | No |
| Invesco → IVZ | United States | $11.1bn | 0.039% | -0.004 pp | +0.039 pp | +117.7% | 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.