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 Banks4.23%+1.60 ppInvestment Banking & Brokerage1.34%+0.66 ppFinancial Exchanges & Data1.10%+0.58 ppInsurance Brokers0.81%+0.54 ppProperty & Casualty Insurance0.99%+0.51 ppConsumer Finance0.72%+0.34 ppLife & Health Insurance0.58%+0.29 ppTransaction & Payment Processing Services1.62%+0.28 ppAsset Management & Custody Banks0.63%+0.27 ppRegional Banks0.45%+0.21 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
0.63%
Industry change · 12M
+0.27 pp
Asset Management & Custody Banks · contribution
+0.271 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial → AMP | United States | $33.3bn | 0.112% | +0.004 pp | +0.059 pp | +31.3% | No |
| BNY Mellon → BNY | United States | $39.9bn | 0.134% | -0.019 pp | +0.053 pp | +7.6% | No |
| State Street Corporation → STT | United States | $31.9bn | 0.107% | -0.002 pp | +0.050 pp | +6.4% | No |
| T. Rowe Price → TROW | United States | $34.5bn | 0.116% | -0.026 pp | +0.040 pp | -8.3% | No |
| Northern Trust → NTRS | United States | $24.2bn | 0.081% | +0.002 pp | +0.039 pp | +13.5% | No |
| Franklin Resources → BEN | United States | $14.0bn | 0.047% | -0.007 pp | +0.018 pp | -2.2% | No |
| Invesco → IVZ | United States | $10.6bn | 0.036% | +0.002 pp | +0.013 pp | -6.1% | Yes |
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.