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
Diversified Banks4.77%+2.17 ppInvestment Banking & Brokerage1.47%+0.78 ppFinancial Exchanges & Data1.10%+0.51 ppInsurance Brokers0.74%+0.44 ppTransaction & Payment Processing Services1.93%+0.41 ppProperty & Casualty Insurance0.92%+0.40 ppConsumer Finance0.76%+0.37 ppAsset Management & Custody Banks0.68%+0.30 ppLife & Health Insurance0.57%+0.26 ppRegional Banks0.47%+0.24 ppMulti-line Insurance0.24%+0.12 ppReinsurance0.04%+0.02 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
+0.30 pp
Asset Management & Custody Banks · contribution
+0.299 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $48.9bn | 0.165% | -0.006 pp | +0.080 pp | +52.5% | Yes |
| Ameriprise Financial → AMP | United States | $34.0bn | 0.115% | -0.000 pp | +0.059 pp | +56.5% | Yes |
| State Street Corporation → STT | United States | $34.6bn | 0.116% | -0.004 pp | +0.057 pp | +38.4% | Yes |
| Northern Trust → NTRS | United States | $24.2bn | 0.081% | -0.004 pp | +0.037 pp | +34.1% | No |
| T. Rowe Price → TROW | United States | $34.7bn | 0.117% | -0.046 pp | +0.032 pp | +2.5% | No |
| Franklin Resources → BEN | United States | $16.0bn | 0.054% | +0.001 pp | +0.022 pp | +26.0% | Yes |
| Invesco → IVZ | United States | $10.5bn | 0.035% | -0.004 pp | +0.012 pp | +13.0% | 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.