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 Banks3.93%-0.52 ppTransaction & Payment Processing Services1.37%-0.47 ppProperty & Casualty Insurance1.17%+0.32 ppInsurance Brokers0.82%+0.15 ppConsumer Finance0.58%-0.11 ppLife & Health Insurance0.61%+0.10 ppAsset Management & Custody Banks0.59%-0.09 ppFinancial Exchanges & Data1.15%-0.03 ppInvestment Banking & Brokerage1.41%+0.02 ppMulti-line Insurance0.24%+0.02 ppRegional Banks0.45%+0.02 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.59%
Industry change · 12M
-0.09 pp
Asset Management & Custody Banks · contribution
-0.093 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $24.4bn | 0.088% | -0.005 pp | -0.054 pp | -42.2% | No |
| BNY Mellon → BNY | United States | $36.8bn | 0.133% | +0.010 pp | -0.021 pp | -19.1% | Yes |
| Northern Trust → NTRS | United States | $18.4bn | 0.067% | -0.004 pp | -0.013 pp | -23.8% | No |
| Ameriprise Financial → AMP | United States | $33.1bn | 0.120% | +0.012 pp | +0.011 pp | +5.0% | Yes |
| Franklin Resources → BEN | United States | $13.2bn | 0.048% | +0.005 pp | -0.006 pp | -17.5% | Yes |
| State Street Corporation → STT | United States | $28.5bn | 0.103% | +0.015 pp | -0.006 pp | -13.8% | Yes |
| Invesco → IVZ | United States | $8.2bn | 0.030% | +0.005 pp | -0.004 pp | -18.7% | 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.