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 Banks7.68%-0.76 ppTransaction & Payment Processing Services1.74%+0.22 ppFinancial Exchanges & Data1.01%+0.17 ppInvestment Banking & Brokerage1.49%-0.13 ppProperty & Casualty Insurance1.14%-0.08 ppAsset Management & Custody Banks1.14%-0.07 ppRegional Banks0.73%-0.05 ppMulti-line Insurance0.42%-0.04 ppConsumer Finance0.94%-0.02 ppInsurance Brokers0.53%+0.01 ppLife & Health Insurance0.86%+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
1.14%
Industry change · 12M
-0.07 pp
Asset Management & Custody Banks · contribution
-0.073 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $17.3bn | 0.105% | -0.012 pp | -0.028 pp | -16.7% | No |
| State Street Corporation → STT | United States | $34.0bn | 0.206% | -0.019 pp | -0.027 pp | -14.8% | No |
| Ameriprise Financial → AMP | United States | $20.2bn | 0.123% | -0.010 pp | -0.020 pp | -16.1% | No |
| Invesco → IVZ | United States | $10.9bn | 0.066% | -0.014 pp | -0.018 pp | -25.0% | No |
| T. Rowe Price → TROW | United States | $28.1bn | 0.171% | +0.009 pp | +0.016 pp | +5.2% | Yes |
| Northern Trust → NTRS | United States | $23.1bn | 0.140% | -0.003 pp | +0.004 pp | -1.6% | No |
| BNY Mellon → BNY | United States | $54.5bn | 0.331% | +0.011 pp | -0.000 pp | -4.5% | 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.