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 Banks7.90%-0.54 ppTransaction & Payment Processing Services1.68%+0.15 ppInvestment Banking & Brokerage1.50%-0.12 ppFinancial Exchanges & Data0.96%+0.12 ppAsset Management & Custody Banks1.11%-0.11 ppConsumer Finance0.89%-0.07 ppProperty & Casualty Insurance1.16%-0.06 ppRegional Banks0.73%-0.06 ppMulti-line Insurance0.42%-0.04 ppLife & Health Insurance0.88%+0.04 ppInsurance Brokers0.52%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.11%
Industry change · 12M
-0.11 pp
Asset Management & Custody Banks · contribution
-0.107 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| State Street Corporation → STT | United States | $32.3bn | 0.188% | -0.037 pp | -0.045 pp | -19.1% | No |
| Franklin Resources → BEN | United States | $18.1bn | 0.106% | -0.006 pp | -0.028 pp | -10.8% | No |
| Ameriprise Financial → AMP | United States | $21.1bn | 0.123% | -0.003 pp | -0.019 pp | -12.6% | No |
| Invesco → IVZ | United States | $11.1bn | 0.065% | -0.008 pp | -0.019 pp | -23.8% | No |
| BNY Mellon → BNY | United States | $54.0bn | 0.315% | -0.023 pp | -0.016 pp | -4.8% | No |
| T. Rowe Price → TROW | United States | $29.0bn | 0.169% | -0.000 pp | +0.015 pp | +7.9% | Yes |
| Northern Trust → NTRS | United States | $24.4bn | 0.142% | -0.006 pp | +0.006 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.