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 Banks6.92%-1.07 ppTransaction & Payment Processing Services2.06%+0.51 ppInvestment Banking & Brokerage1.27%-0.37 ppAsset Management & Custody Banks0.93%-0.27 ppRegional Banks0.60%-0.20 ppMulti-line Insurance0.35%-0.09 ppInsurance Brokers0.59%+0.05 ppFinancial Exchanges & Data1.02%+0.04 ppConsumer Finance0.92%-0.03 ppLife & Health Insurance0.84%-0.02 ppProperty & Casualty Insurance1.21%-0.01 ppReinsurance0.05%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.93%
Industry change · 12M
-0.27 pp
Asset Management & Custody Banks · contribution
-0.267 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $25.6bn | 0.143% | +0.054 pp | -0.083 pp | -30.5% | Yes |
| BNY Mellon → BNY | United States | $47.4bn | 0.264% | +0.093 pp | -0.074 pp | -6.8% | Yes |
| Northern Trust → NTRS | United States | $21.5bn | 0.120% | +0.055 pp | -0.029 pp | -5.6% | Yes |
| T. Rowe Price → TROW | United States | $25.4bn | 0.142% | +0.067 pp | -0.028 pp | -3.0% | Yes |
| Invesco → IVZ | United States | $8.8bn | 0.049% | +0.024 pp | -0.024 pp | -20.0% | Yes |
| Ameriprise Financial → AMP | United States | $19.9bn | 0.111% | +0.053 pp | -0.015 pp | +7.6% | Yes |
| Franklin Resources → BEN | United States | $17.6bn | 0.098% | +0.048 pp | -0.014 pp | +6.1% | 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.