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 Banks6.45%-1.24 ppInvestment Banking & Brokerage1.13%-0.35 ppTransaction & Payment Processing Services2.07%+0.33 ppAsset Management & Custody Banks0.83%-0.31 ppRegional Banks0.58%-0.15 ppInsurance Brokers0.61%+0.08 ppProperty & Casualty Insurance1.21%+0.07 ppMulti-line Insurance0.37%-0.04 ppLife & Health Insurance0.84%-0.02 ppConsumer Finance0.91%-0.02 ppFinancial Exchanges & Data1.02%+0.01 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.83%
Industry change · 12M
-0.31 pp
Asset Management & Custody Banks · contribution
-0.312 pp
Company participation
71%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $42.3bn | 0.228% | -0.049 pp | -0.103 pp | -16.3% | No |
| State Street Corporation → STT | United States | $20.9bn | 0.113% | -0.030 pp | -0.094 pp | -38.0% | No |
| Northern Trust → NTRS | United States | $19.6bn | 0.106% | -0.008 pp | -0.035 pp | -10.3% | Yes |
| T. Rowe Price → TROW | United States | $25.9bn | 0.140% | +0.004 pp | -0.031 pp | -2.8% | Yes |
| Invesco → IVZ | United States | $8.2bn | 0.044% | +0.000 pp | -0.022 pp | -18.5% | Yes |
| Ameriprise Financial → AMP | United States | $19.4bn | 0.105% | +0.005 pp | -0.018 pp | +6.6% | Yes |
| Franklin Resources → BEN | United States | $17.7bn | 0.095% | -0.002 pp | -0.010 pp | +12.1% | 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.