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 Banks4.17%-4.27 ppInvestment Banking & Brokerage0.80%-0.82 ppAsset Management & Custody Banks0.54%-0.67 ppProperty & Casualty Insurance0.66%-0.57 ppTransaction & Payment Processing Services0.98%-0.54 ppConsumer Finance0.51%-0.44 ppRegional Banks0.38%-0.40 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.31 ppMulti-line Insurance0.19%-0.26 ppInsurance Brokers0.32%-0.20 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.54%
Industry change · 12M
-0.67 pp
Asset Management & Custody Banks · contribution
-0.670 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $47.3bn | 0.160% | -0.155 pp | -0.171 pp | -15.2% | No |
| State Street Corporation → STT | United States | $26.1bn | 0.088% | -0.100 pp | -0.145 pp | -36.7% | No |
| Ameriprise Financial → AMP | United States | $18.1bn | 0.061% | -0.062 pp | -0.081 pp | -23.2% | No |
| Franklin Resources → BEN | United States | $16.1bn | 0.054% | -0.051 pp | -0.079 pp | -20.2% | No |
| T. Rowe Price → TROW | United States | $23.3bn | 0.079% | -0.090 pp | -0.075 pp | -11.5% | No |
| Northern Trust → NTRS | United States | $20.8bn | 0.071% | -0.072 pp | -0.066 pp | -9.6% | No |
| Invesco → IVZ | United States | $8.9bn | 0.030% | -0.034 pp | -0.054 pp | -38.0% | 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.