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 Banks6.51%-1.53 ppInvestment Banking & Brokerage1.19%-0.47 ppTransaction & Payment Processing Services2.00%+0.46 ppAsset Management & Custody Banks0.91%-0.27 ppRegional Banks0.55%-0.23 ppMulti-line Insurance0.33%-0.10 ppFinancial Exchanges & Data0.98%+0.08 ppConsumer Finance0.88%-0.06 ppProperty & Casualty Insurance1.18%-0.05 ppInsurance Brokers0.59%+0.04 ppLife & Health Insurance0.80%-0.03 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.91%
Industry change · 12M
-0.27 pp
Asset Management & Custody Banks · contribution
-0.270 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| State Street Corporation → STT | United States | $24.9bn | 0.143% | +0.058 pp | -0.082 pp | -32.4% | Yes |
| BNY Mellon → BNY | United States | $48.1bn | 0.277% | +0.110 pp | -0.043 pp | -0.1% | Yes |
| Invesco → IVZ | United States | $7.7bn | 0.044% | +0.019 pp | -0.036 pp | -36.4% | Yes |
| Ameriprise Financial → AMP | United States | $17.4bn | 0.100% | +0.048 pp | -0.033 pp | -11.0% | Yes |
| Northern Trust → NTRS | United States | $19.7bn | 0.113% | +0.047 pp | -0.030 pp | -10.4% | Yes |
| T. Rowe Price → TROW | United States | $23.7bn | 0.136% | +0.056 pp | -0.026 pp | -4.7% | Yes |
| Franklin Resources → BEN | United States | $16.9bn | 0.097% | +0.043 pp | -0.020 pp | -1.4% | Yes |
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.