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 Banks4.16%-4.28 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.56%-0.66 ppProperty & Casualty Insurance0.65%-0.57 ppTransaction & Payment Processing Services1.03%-0.49 ppConsumer Finance0.52%-0.43 ppRegional Banks0.37%-0.42 ppLife & Health Insurance0.47%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-0.26 ppInsurance Brokers0.33%-0.19 ppReinsurance0.03%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.56%
Industry change · 12M
-0.66 pp
Asset Management & Custody Banks · contribution
-0.656 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $50.7bn | 0.169% | +0.000 pp | -0.163 pp | -8.1% | No |
| State Street Corporation → STT | United States | $27.7bn | 0.092% | -0.011 pp | -0.141 pp | -32.8% | No |
| Ameriprise Financial → AMP | United States | $18.1bn | 0.060% | -0.005 pp | -0.082 pp | -21.1% | No |
| Franklin Resources → BEN | United States | $17.4bn | 0.058% | +0.004 pp | -0.076 pp | -11.3% | No |
| T. Rowe Price → TROW | United States | $23.9bn | 0.079% | -0.012 pp | -0.075 pp | -9.4% | No |
| Northern Trust → NTRS | United States | $22.0bn | 0.073% | -0.004 pp | -0.064 pp | -4.6% | No |
| Invesco → IVZ | United States | $8.4bn | 0.028% | -0.004 pp | -0.056 pp | -41.0% | 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.