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 Banks4.12%-0.55 ppTransaction & Payment Processing Services1.40%-0.22 ppProperty & Casualty Insurance1.16%+0.21 ppConsumer Finance0.66%-0.15 ppFinancial Exchanges & Data1.14%+0.06 ppRegional Banks0.46%-0.05 ppAsset Management & Custody Banks0.62%-0.04 ppMulti-line Insurance0.23%-0.03 ppInsurance Brokers0.78%+0.03 ppLife & Health Insurance0.59%+0.01 ppReinsurance0.05%+0.01 ppInvestment Banking & Brokerage1.42%+0.00 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
-0.04 pp
Asset Management & Custody Banks · contribution
-0.038 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $25.2bn | 0.089% | -0.006 pp | -0.026 pp | -19.1% | No |
| Northern Trust → NTRS | United States | $19.8bn | 0.070% | +0.004 pp | -0.012 pp | -13.9% | Yes |
| Ameriprise Financial → AMP | United States | $36.1bn | 0.127% | +0.007 pp | +0.012 pp | +16.3% | Yes |
| Invesco → IVZ | United States | $8.0bn | 0.028% | -0.001 pp | -0.006 pp | -13.3% | Yes |
| BNY Mellon → BNY | United States | $40.9bn | 0.144% | +0.018 pp | -0.004 pp | -1.1% | Yes |
| State Street Corporation → STT | United States | $30.5bn | 0.107% | +0.008 pp | -0.001 pp | +7.5% | Yes |
| Franklin Resources → BEN | United States | $14.7bn | 0.052% | +0.006 pp | +0.000 pp | +3.8% | 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.