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 Services1.83%-0.94 ppInvestment Banking & Brokerage1.39%+0.21 ppInsurance Brokers0.67%+0.14 ppFinancial Exchanges & Data1.18%+0.12 ppProperty & Casualty Insurance0.85%-0.10 ppRegional Banks0.43%+0.04 ppAsset Management & Custody Banks0.68%+0.03 ppConsumer Finance0.69%+0.03 ppMulti-line Insurance0.23%+0.01 ppDiversified Banks4.45%-0.00 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.51%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.68%
Industry change · 12M
+0.03 pp
Asset Management & Custody Banks · contribution
+0.030 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $33.8bn | 0.108% | +0.003 pp | +0.015 pp | +57.9% | Yes |
| State Street Corporation → STT | United States | $34.0bn | 0.109% | +0.007 pp | +0.005 pp | +31.0% | Yes |
| T. Rowe Price → TROW | United States | $44.2bn | 0.142% | -0.015 pp | +0.003 pp | +34.9% | No |
| Franklin Resources → BEN | United States | $16.8bn | 0.054% | +0.001 pp | +0.003 pp | +38.9% | Yes |
| Invesco → IVZ | United States | $10.6bn | 0.034% | -0.005 pp | +0.002 pp | +35.6% | No |
| BNY Mellon → BNY | United States | $48.0bn | 0.154% | -0.003 pp | +0.001 pp | +40.6% | No |
| Northern Trust → NTRS | United States | $24.8bn | 0.080% | +0.001 pp | +0.001 pp | +31.7% | 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.