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 Banks3.78%-1.24 ppTransaction & Payment Processing Services1.49%-0.89 ppConsumer Finance0.59%-0.23 ppInsurance Brokers0.81%+0.15 ppAsset Management & Custody Banks0.55%-0.14 ppProperty & Casualty Insurance1.02%+0.13 ppInvestment Banking & Brokerage1.37%-0.07 ppFinancial Exchanges & Data1.08%-0.03 ppMulti-line Insurance0.22%-0.03 ppLife & Health Insurance0.56%+0.02 ppRegional Banks0.48%+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
0.55%
Industry change · 12M
-0.14 pp
Asset Management & Custody Banks · contribution
-0.145 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $23.7bn | 0.093% | -0.007 pp | -0.064 pp | -44.7% | No |
| BNY Mellon → BNY | United States | $31.1bn | 0.122% | -0.009 pp | -0.035 pp | -23.6% | No |
| Invesco → IVZ | United States | $6.2bn | 0.024% | -0.004 pp | -0.015 pp | -41.2% | No |
| State Street Corporation → STT | United States | $22.4bn | 0.088% | -0.000 pp | -0.014 pp | -25.9% | No |
| Franklin Resources → BEN | United States | $10.7bn | 0.042% | -0.003 pp | -0.010 pp | -24.4% | No |
| Northern Trust → NTRS | United States | $17.8bn | 0.070% | -0.008 pp | -0.009 pp | -18.5% | No |
| Ameriprise Financial → AMP | United States | $27.3bn | 0.107% | +0.006 pp | +0.002 pp | -3.0% | Yes |
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.