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 Banks8.03%-0.41 ppFinancial Exchanges & Data0.90%+0.06 ppInvestment Banking & Brokerage1.66%+0.04 ppAsset Management & Custody Banks1.18%-0.04 ppInsurance Brokers0.55%+0.03 ppMulti-line Insurance0.43%-0.02 ppConsumer Finance0.93%-0.02 ppTransaction & Payment Processing Services1.54%+0.02 ppLife & Health Insurance0.83%-0.01 ppProperty & Casualty Insurance1.23%+0.01 ppReinsurance0.06%+0.01 ppRegional Banks0.79%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.18%
Industry change · 12M
-0.04 pp
Asset Management & Custody Banks · contribution
-0.035 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Franklin Resources → BEN | United States | $19.1bn | 0.117% | -0.016 pp | -0.016 pp | -10.5% | No |
| BNY Mellon → BNY | United States | $52.0bn | 0.319% | -0.012 pp | -0.012 pp | -9.1% | No |
| Ameriprise Financial → AMP | United States | $21.6bn | 0.133% | -0.010 pp | -0.010 pp | -11.9% | No |
| State Street Corporation → STT | United States | $36.7bn | 0.225% | -0.008 pp | -0.008 pp | -9.1% | No |
| T. Rowe Price → TROW | United States | $26.4bn | 0.162% | +0.008 pp | +0.008 pp | -2.7% | Yes |
| Northern Trust → NTRS | United States | $23.3bn | 0.143% | +0.006 pp | +0.006 pp | -1.8% | Yes |
| Invesco → IVZ | United States | $13.0bn | 0.080% | -0.004 pp | -0.004 pp | -10.6% | No |
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.