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 Banks3.94%-1.11 ppTransaction & Payment Processing Services1.45%-0.63 ppAsset Management & Custody Banks0.55%-0.20 ppConsumer Finance0.59%-0.16 ppFinancial Exchanges & Data1.03%-0.16 ppProperty & Casualty Insurance1.04%+0.15 ppInvestment Banking & Brokerage1.37%-0.12 ppInsurance Brokers0.77%+0.08 ppLife & Health Insurance0.61%+0.08 ppMulti-line Insurance0.23%-0.02 ppRegional Banks0.47%+0.01 ppReinsurance0.05%+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
-0.20 pp
Asset Management & Custody Banks · contribution
-0.197 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | 0.084% | -0.012 pp | -0.079 pp | -49.3% | No |
| BNY Mellon → BNY | United States | $34.0bn | 0.121% | +0.000 pp | -0.050 pp | -26.6% | No |
| State Street Corporation → STT | United States | $27.2bn | 0.096% | +0.007 pp | -0.024 pp | -22.5% | Yes |
| Northern Trust → NTRS | United States | $17.6bn | 0.062% | -0.009 pp | -0.023 pp | -29.6% | No |
| Invesco → IVZ | United States | $7.0bn | 0.025% | -0.003 pp | -0.014 pp | -37.6% | No |
| Franklin Resources → BEN | United States | $11.7bn | 0.041% | -0.006 pp | -0.011 pp | -22.2% | No |
| Ameriprise Financial → AMP | United States | $33.4bn | 0.119% | +0.017 pp | +0.004 pp | +4.0% | 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.