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 Banks3.83%-4.61 ppInvestment Banking & Brokerage0.69%-0.93 ppAsset Management & Custody Banks0.53%-0.69 ppProperty & Casualty Insurance0.66%-0.56 ppConsumer Finance0.48%-0.48 ppTransaction & Payment Processing Services1.06%-0.47 ppRegional Banks0.33%-0.46 ppLife & Health Insurance0.46%-0.38 ppFinancial Exchanges & Data0.54%-0.30 ppMulti-line Insurance0.20%-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
0.53%
Industry change · 12M
-0.69 pp
Asset Management & Custody Banks · contribution
-0.686 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $46.5bn | 0.166% | +0.004 pp | -0.165 pp | -15.7% | No |
| State Street Corporation → STT | United States | $23.9bn | 0.086% | -0.012 pp | -0.147 pp | -41.5% | No |
| Ameriprise Financial → AMP | United States | $14.5bn | 0.052% | -0.015 pp | -0.090 pp | -36.5% | No |
| Franklin Resources → BEN | United States | $15.2bn | 0.054% | +0.003 pp | -0.079 pp | -21.7% | No |
| T. Rowe Price → TROW | United States | $22.2bn | 0.079% | -0.005 pp | -0.075 pp | -15.2% | No |
| Northern Trust → NTRS | United States | $18.5bn | 0.066% | -0.006 pp | -0.071 pp | -19.1% | No |
| Invesco → IVZ | United States | $6.9bn | 0.025% | -0.005 pp | -0.059 pp | -51.5% | 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.