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 Services1.50%-1.13 ppDiversified Banks3.95%-0.98 ppInsurance Brokers0.81%+0.27 ppConsumer Finance0.62%-0.20 ppProperty & Casualty Insurance1.09%+0.20 ppAsset Management & Custody Banks0.57%-0.13 ppInvestment Banking & Brokerage1.30%-0.13 ppFinancial Exchanges & Data1.14%+0.05 ppRegional Banks0.47%+0.05 ppLife & Health Insurance0.58%+0.03 ppMulti-line Insurance0.25%+0.02 ppReinsurance0.04%+0.01 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
-0.13 pp
Asset Management & Custody Banks · contribution
-0.132 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $25.8bn | 0.100% | -0.016 pp | -0.058 pp | -40.8% | No |
| BNY Mellon → BNY | United States | $33.7bn | 0.131% | -0.003 pp | -0.027 pp | -16.4% | No |
| Invesco → IVZ | United States | $7.3bn | 0.029% | -0.007 pp | -0.015 pp | -37.8% | No |
| State Street Corporation → STT | United States | $22.6bn | 0.088% | -0.019 pp | -0.013 pp | -23.0% | No |
| Franklin Resources → BEN | United States | $11.7bn | 0.045% | -0.002 pp | -0.012 pp | -24.2% | No |
| Northern Trust → NTRS | United States | $20.1bn | 0.078% | -0.003 pp | -0.007 pp | -14.4% | No |
| Ameriprise Financial → AMP | United States | $26.1bn | 0.102% | -0.010 pp | -0.000 pp | -2.9% | 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.