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 Services1.51%-1.05 ppDiversified Banks3.72%-0.89 ppInsurance Brokers0.76%+0.21 ppConsumer Finance0.60%-0.21 ppAsset Management & Custody Banks0.55%-0.13 ppInvestment Banking & Brokerage1.28%-0.11 ppRegional Banks0.45%+0.06 ppProperty & Casualty Insurance0.90%+0.04 ppFinancial Exchanges & Data1.12%+0.02 ppMulti-line Insurance0.22%+0.00 ppReinsurance0.04%+0.00 ppLife & Health Insurance0.52%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.55%
Industry change · 12M
-0.13 pp
Asset Management & Custody Banks · contribution
-0.134 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $27.9bn | 0.096% | -0.005 pp | -0.063 pp | -37.6% | No |
| BNY Mellon → BNY | United States | $35.1bn | 0.121% | -0.002 pp | -0.033 pp | -12.9% | No |
| State Street Corporation → STT | United States | $26.1bn | 0.090% | +0.001 pp | -0.013 pp | -16.2% | No |
| Invesco → IVZ | United States | $8.1bn | 0.028% | -0.002 pp | -0.011 pp | -25.0% | No |
| Northern Trust → NTRS | United States | $20.8bn | 0.071% | -0.006 pp | -0.009 pp | -9.3% | No |
| Franklin Resources → BEN | United States | $13.7bn | 0.047% | +0.002 pp | -0.004 pp | -3.4% | No |
| Ameriprise Financial → AMP | United States | $29.7bn | 0.102% | -0.004 pp | -0.000 pp | +6.5% | 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.