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 Banks7.78%-0.66 ppTransaction & Payment Processing Services1.71%+0.18 ppFinancial Exchanges & Data0.98%+0.14 ppInvestment Banking & Brokerage1.57%-0.05 ppLife & Health Insurance0.90%+0.05 ppAsset Management & Custody Banks1.17%-0.05 ppMulti-line Insurance0.41%-0.04 ppProperty & Casualty Insurance1.18%-0.04 ppRegional Banks0.75%-0.04 ppInsurance Brokers0.53%+0.01 ppConsumer Finance0.95%-0.01 ppReinsurance0.06%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.17%
Industry change · 12M
-0.05 pp
Asset Management & Custody Banks · contribution
-0.048 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| T. Rowe Price → TROW | United States | $29.4bn | 0.178% | +0.014 pp | +0.024 pp | +9.4% | Yes |
| Franklin Resources → BEN | United States | $18.1bn | 0.110% | -0.018 pp | -0.023 pp | -13.4% | No |
| Ameriprise Financial → AMP | United States | $20.0bn | 0.122% | -0.016 pp | -0.021 pp | -16.8% | No |
| State Street Corporation → STT | United States | $35.1bn | 0.213% | -0.021 pp | -0.020 pp | -12.4% | No |
| Invesco → IVZ | United States | $11.2bn | 0.068% | -0.011 pp | -0.016 pp | -22.9% | No |
| BNY Mellon → BNY | United States | $55.3bn | 0.336% | -0.009 pp | +0.005 pp | -3.0% | Yes |
| Northern Trust → NTRS | United States | $23.1bn | 0.140% | -0.004 pp | +0.003 pp | -2.3% | 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.