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 Banks4.01%-0.70 ppTransaction & Payment Processing Services1.36%-0.45 ppProperty & Casualty Insurance1.11%+0.28 ppInsurance Brokers0.80%+0.12 ppAsset Management & Custody Banks0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppConsumer Finance0.59%-0.09 ppRegional Banks0.46%+0.02 ppInvestment Banking & Brokerage1.42%+0.01 ppReinsurance0.04%+0.01 ppMulti-line Insurance0.23%+0.01 ppFinancial Exchanges & Data1.16%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.58%
Industry change · 12M
-0.11 pp
Asset Management & Custody Banks · contribution
-0.114 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | 0.095% | -0.002 pp | -0.057 pp | -35.2% | Yes |
| BNY Mellon → BNY | United States | $37.1bn | 0.126% | +0.006 pp | -0.027 pp | -13.6% | Yes |
| Northern Trust → NTRS | United States | $19.4bn | 0.066% | -0.005 pp | -0.015 pp | -17.4% | No |
| State Street Corporation → STT | United States | $29.2bn | 0.099% | +0.009 pp | -0.011 pp | -7.6% | Yes |
| Ameriprise Financial → AMP | United States | $35.3bn | 0.120% | +0.016 pp | +0.010 pp | +16.6% | Yes |
| Franklin Resources → BEN | United States | $13.4bn | 0.045% | -0.001 pp | -0.009 pp | -13.6% | Yes |
| Invesco → IVZ | United States | $8.7bn | 0.029% | +0.003 pp | -0.005 pp | -11.0% | 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.