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 Services1.52%-0.91 ppDiversified Banks3.79%-0.91 ppInsurance Brokers0.78%+0.20 ppConsumer Finance0.61%-0.17 ppAsset Management & Custody Banks0.55%-0.16 ppInvestment Banking & Brokerage1.34%-0.12 ppProperty & Casualty Insurance0.96%+0.07 ppRegional Banks0.46%+0.04 ppMulti-line Insurance0.22%-0.02 ppLife & Health Insurance0.55%+0.01 ppReinsurance0.04%+0.00 ppFinancial Exchanges & Data1.10%-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
-0.16 pp
Asset Management & Custody Banks · contribution
-0.161 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $27.1bn | 0.097% | -0.007 pp | -0.073 pp | -44.7% | No |
| BNY Mellon → BNY | United States | $33.6bn | 0.120% | -0.015 pp | -0.039 pp | -22.7% | No |
| State Street Corporation → STT | United States | $25.1bn | 0.090% | -0.006 pp | -0.017 pp | -24.4% | No |
| Invesco → IVZ | United States | $7.5bn | 0.027% | -0.005 pp | -0.012 pp | -32.7% | No |
| Northern Trust → NTRS | United States | $19.8bn | 0.071% | -0.013 pp | -0.012 pp | -17.7% | No |
| Franklin Resources → BEN | United States | $13.0bn | 0.046% | -0.002 pp | -0.008 pp | -16.4% | No |
| Ameriprise Financial → AMP | United States | $29.0bn | 0.104% | -0.006 pp | -0.000 pp | -0.2% | 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.