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 Banks4.04%-0.73 ppTransaction & Payment Processing Services1.43%-0.50 ppProperty & Casualty Insurance1.14%+0.21 ppConsumer Finance0.66%-0.10 ppFinancial Exchanges & Data1.19%+0.09 ppInsurance Brokers0.81%+0.08 ppInvestment Banking & Brokerage1.41%-0.06 ppAsset Management & Custody Banks0.62%-0.06 ppLife & Health Insurance0.60%+0.03 ppRegional Banks0.46%-0.01 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.23%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.62%
Industry change · 12M
-0.06 pp
Asset Management & Custody Banks · contribution
-0.060 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $26.0bn | 0.089% | +0.005 pp | -0.028 pp | -21.5% | No |
| BNY Mellon → BNY | United States | $40.9bn | 0.140% | +0.019 pp | -0.025 pp | -11.8% | Yes |
| Ameriprise Financial → AMP | United States | $37.3bn | 0.128% | +0.009 pp | +0.013 pp | +17.0% | Yes |
| Northern Trust → NTRS | United States | $20.2bn | 0.069% | +0.007 pp | -0.012 pp | -14.4% | Yes |
| Invesco → IVZ | United States | $8.4bn | 0.029% | +0.004 pp | -0.006 pp | -15.0% | Yes |
| State Street Corporation → STT | United States | $33.5bn | 0.115% | +0.018 pp | -0.002 pp | -0.1% | Yes |
| Franklin Resources → BEN | United States | $15.6bn | 0.053% | +0.012 pp | -0.001 pp | +2.2% | 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.