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 Banks4.26%-1.02 ppTransaction & Payment Processing Services1.59%-0.98 ppInsurance Brokers0.77%+0.21 ppAsset Management & Custody Banks0.61%-0.13 ppProperty & Casualty Insurance1.07%+0.12 ppConsumer Finance0.71%-0.11 ppInvestment Banking & Brokerage1.35%-0.10 ppFinancial Exchanges & Data1.11%+0.09 ppRegional Banks0.50%+0.03 ppLife & Health Insurance0.58%-0.01 ppMulti-line Insurance0.26%+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
0.61%
Industry change · 12M
-0.13 pp
Asset Management & Custody Banks · contribution
-0.125 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $28.9bn | 0.104% | -0.010 pp | -0.051 pp | -30.8% | No |
| BNY Mellon → BNY | United States | $37.7bn | 0.136% | -0.013 pp | -0.028 pp | -8.1% | No |
| Invesco → IVZ | United States | $8.8bn | 0.032% | -0.002 pp | -0.015 pp | -30.1% | No |
| Franklin Resources → BEN | United States | $13.5bn | 0.049% | -0.003 pp | -0.013 pp | -17.9% | No |
| State Street Corporation → STT | United States | $26.6bn | 0.096% | -0.013 pp | -0.013 pp | -14.5% | No |
| Northern Trust → NTRS | United States | $23.3bn | 0.084% | +0.002 pp | -0.007 pp | -5.5% | Yes |
| Ameriprise Financial → AMP | United States | $30.4bn | 0.109% | -0.006 pp | +0.001 pp | +8.1% | 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.