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
Transaction & Payment Processing Services1.81%-0.96 ppDiversified Banks4.71%+0.39 ppInvestment Banking & Brokerage1.41%+0.30 ppInsurance Brokers0.68%+0.14 ppProperty & Casualty Insurance0.83%-0.08 ppFinancial Exchanges & Data1.15%+0.07 ppRegional Banks0.45%+0.07 ppAsset Management & Custody Banks0.69%+0.05 ppConsumer Finance0.68%+0.04 ppLife & Health Insurance0.51%-0.02 ppReinsurance0.03%-0.00 ppMulti-line Insurance0.22%+0.00 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
+0.05 pp
Asset Management & Custody Banks · contribution
+0.050 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial → AMP | United States | $32.4bn | 0.109% | +0.006 pp | +0.017 pp | +59.0% | Yes |
| T. Rowe Price → TROW | United States | $44.9bn | 0.152% | -0.018 pp | +0.014 pp | +44.8% | No |
| Franklin Resources → BEN | United States | $16.3bn | 0.055% | +0.000 pp | +0.008 pp | +53.1% | Yes |
| BNY Mellon → BNY | United States | $45.2bn | 0.153% | -0.007 pp | +0.006 pp | +43.8% | No |
| State Street Corporation → STT | United States | $32.5bn | 0.110% | +0.003 pp | +0.004 pp | +29.6% | Yes |
| Invesco → IVZ | United States | $10.3bn | 0.035% | -0.004 pp | +0.003 pp | +41.2% | No |
| Northern Trust → NTRS | United States | $24.0bn | 0.081% | -0.001 pp | -0.001 pp | +27.6% | 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.