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 Banks4.12%-4.32 ppInvestment Banking & Brokerage0.77%-0.85 ppAsset Management & Custody Banks0.57%-0.65 ppProperty & Casualty Insurance0.65%-0.58 ppTransaction & Payment Processing Services0.99%-0.53 ppConsumer Finance0.51%-0.45 ppRegional Banks0.38%-0.41 ppLife & Health Insurance0.48%-0.36 ppFinancial Exchanges & Data0.52%-0.32 ppMulti-line Insurance0.22%-0.23 ppInsurance Brokers0.30%-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
0.57%
Industry change · 12M
-0.65 pp
Asset Management & Custody Banks · contribution
-0.650 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $51.0bn | 0.162% | -0.168 pp | -0.169 pp | -9.2% | No |
| State Street Corporation → STT | United States | $30.6bn | 0.098% | -0.109 pp | -0.135 pp | -22.9% | No |
| Franklin Resources → BEN | United States | $16.0bn | 0.051% | -0.054 pp | -0.082 pp | -20.4% | No |
| Ameriprise Financial → AMP | United States | $20.9bn | 0.067% | -0.056 pp | -0.076 pp | -10.8% | No |
| T. Rowe Price → TROW | United States | $26.6bn | 0.085% | -0.086 pp | -0.070 pp | -0.4% | No |
| Northern Trust → NTRS | United States | $22.8bn | 0.073% | -0.068 pp | -0.064 pp | -1.8% | No |
| Invesco → IVZ | United States | $9.4bn | 0.030% | -0.036 pp | -0.054 pp | -34.6% | 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.