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 Banks3.92%-4.52 ppInvestment Banking & Brokerage0.72%-0.90 ppAsset Management & Custody Banks0.53%-0.68 ppProperty & Casualty Insurance0.64%-0.58 ppTransaction & Payment Processing Services1.04%-0.49 ppConsumer Finance0.49%-0.47 ppRegional Banks0.34%-0.44 ppLife & Health Insurance0.47%-0.37 ppFinancial Exchanges & Data0.53%-0.31 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
-0.68 pp
Asset Management & Custody Banks · contribution
-0.684 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $51.7bn | 0.171% | +0.010 pp | -0.161 pp | -5.8% | Yes |
| State Street Corporation → STT | United States | $26.9bn | 0.089% | +0.000 pp | -0.144 pp | -34.2% | No |
| Ameriprise Financial → AMP | United States | $17.6bn | 0.058% | -0.003 pp | -0.084 pp | -23.0% | No |
| Franklin Resources → BEN | United States | $15.1bn | 0.050% | -0.005 pp | -0.084 pp | -21.8% | No |
| T. Rowe Price → TROW | United States | $22.5bn | 0.074% | -0.005 pp | -0.080 pp | -14.1% | No |
| Northern Trust → NTRS | United States | $19.6bn | 0.065% | -0.006 pp | -0.072 pp | -14.4% | No |
| Invesco → IVZ | United States | $7.5bn | 0.025% | -0.006 pp | -0.059 pp | -47.2% | 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.