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 Banks4.36%-4.09 ppInvestment Banking & Brokerage0.82%-0.80 ppAsset Management & Custody Banks0.59%-0.62 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.00%-0.52 ppConsumer Finance0.52%-0.43 ppRegional Banks0.41%-0.38 ppLife & Health Insurance0.48%-0.37 ppFinancial Exchanges & Data0.55%-0.29 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.29%-0.22 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.59%
Industry change · 12M
-0.62 pp
Asset Management & Custody Banks · contribution
-0.625 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| BNY Mellon → BNY | United States | $52.1bn | 0.168% | -0.167 pp | -0.163 pp | -7.1% | No |
| State Street Corporation → STT | United States | $31.8bn | 0.103% | -0.110 pp | -0.130 pp | -20.4% | No |
| Franklin Resources → BEN | United States | $16.7bn | 0.054% | -0.056 pp | -0.079 pp | -17.5% | No |
| Ameriprise Financial → AMP | United States | $20.1bn | 0.065% | -0.057 pp | -0.077 pp | -14.3% | No |
| T. Rowe Price → TROW | United States | $28.2bn | 0.091% | -0.087 pp | -0.063 pp | +5.0% | No |
| Northern Trust → NTRS | United States | $24.0bn | 0.077% | -0.063 pp | -0.059 pp | +2.8% | No |
| Invesco → IVZ | United States | $9.9bn | 0.032% | -0.036 pp | -0.052 pp | -31.1% | 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.