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 Banks4.67%+2.15 ppInvestment Banking & Brokerage1.42%+0.74 ppFinancial Exchanges & Data1.08%+0.57 ppInsurance Brokers0.76%+0.49 ppProperty & Casualty Insurance0.95%+0.49 ppConsumer Finance0.81%+0.44 ppAsset Management & Custody Banks0.65%+0.32 ppLife & Health Insurance0.58%+0.29 ppRegional Banks0.51%+0.27 ppTransaction & Payment Processing Services1.62%+0.22 ppMulti-line Insurance0.26%+0.14 ppReinsurance0.04%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.65%
Industry change · 12M
+0.32 pp
Asset Management & Custody Banks · contribution
+0.317 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $42.8bn | 0.148% | -0.005 pp | +0.074 pp | +29.2% | No |
| Ameriprise Financial → AMP | United States | $33.2bn | 0.115% | +0.006 pp | +0.064 pp | +37.7% | Yes |
| State Street Corporation → STT | United States | $31.2bn | 0.108% | -0.002 pp | +0.057 pp | +20.2% | No |
| Northern Trust → NTRS | United States | $23.7bn | 0.082% | +0.001 pp | +0.043 pp | +22.7% | Yes |
| T. Rowe Price → TROW | United States | $33.0bn | 0.114% | -0.037 pp | +0.041 pp | -7.4% | No |
| Franklin Resources → BEN | United States | $14.9bn | 0.052% | -0.003 pp | +0.025 pp | +17.7% | No |
| Invesco → IVZ | United States | $9.8bn | 0.034% | -0.001 pp | +0.013 pp | -2.7% | 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.