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 Services1.60%-1.08 ppDiversified Banks4.00%-1.07 ppInsurance Brokers0.79%+0.23 ppAsset Management & Custody Banks0.57%-0.14 ppInvestment Banking & Brokerage1.27%-0.08 ppConsumer Finance0.73%-0.06 ppProperty & Casualty Insurance1.00%+0.05 ppMulti-line Insurance0.27%+0.03 ppRegional Banks0.43%-0.02 ppFinancial Exchanges & Data1.06%+0.01 ppLife & Health Insurance0.58%-0.01 ppReinsurance0.04%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.57%
Industry change · 12M
-0.14 pp
Asset Management & Custody Banks · contribution
-0.136 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| T. Rowe Price → TROW | United States | $28.0bn | 0.101% | -0.016 pp | -0.046 pp | -28.5% | No |
| BNY Mellon → BNY | United States | $33.8bn | 0.122% | -0.042 pp | -0.037 pp | -13.4% | No |
| State Street Corporation → STT | United States | $24.6bn | 0.089% | -0.027 pp | -0.017 pp | -18.2% | No |
| Invesco → IVZ | United States | $8.4bn | 0.030% | -0.005 pp | -0.015 pp | -30.1% | No |
| Franklin Resources → BEN | United States | $12.3bn | 0.045% | -0.009 pp | -0.010 pp | -15.0% | No |
| Northern Trust → NTRS | United States | $21.4bn | 0.077% | -0.004 pp | -0.008 pp | -7.2% | No |
| Ameriprise Financial → AMP | United States | $29.4bn | 0.106% | -0.008 pp | -0.003 pp | +4.4% | 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.