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 Banks7.98%-0.46 ppFinancial Exchanges & Data0.98%+0.13 ppInsurance Brokers0.55%+0.03 ppTransaction & Payment Processing Services1.55%+0.03 ppAsset Management & Custody Banks1.19%-0.02 ppInvestment Banking & Brokerage1.64%+0.02 ppMulti-line Insurance0.44%-0.01 ppConsumer Finance0.95%-0.01 ppRegional Banks0.79%+0.01 ppLife & Health Insurance0.85%+0.01 ppReinsurance0.06%+0.00 ppProperty & Casualty Insurance1.22%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.19%
Industry change · 12M
-0.02 pp
Asset Management & Custody Banks · contribution
-0.023 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $18.2bn | 0.112% | -0.022 pp | -0.022 pp | -13.2% | No |
| Ameriprise Financial → AMP | United States | $20.5bn | 0.126% | -0.016 pp | -0.016 pp | -16.5% | No |
| T. Rowe Price → TROW | United States | $27.6bn | 0.169% | +0.015 pp | +0.015 pp | +2.6% | Yes |
| Northern Trust → NTRS | United States | $24.2bn | 0.148% | +0.012 pp | +0.012 pp | +1.7% | Yes |
| Invesco → IVZ | United States | $11.9bn | 0.073% | -0.011 pp | -0.011 pp | -19.1% | No |
| State Street Corporation → STT | United States | $36.7bn | 0.225% | -0.008 pp | -0.008 pp | -9.0% | No |
| BNY Mellon → BNY | United States | $55.0bn | 0.338% | +0.007 pp | +0.007 pp | -3.4% | 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.