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 Banks6.59%-1.31 ppTransaction & Payment Processing Services2.09%+0.41 ppInvestment Banking & Brokerage1.17%-0.32 ppAsset Management & Custody Banks0.85%-0.26 ppRegional Banks0.59%-0.14 ppFinancial Exchanges & Data1.05%+0.09 ppInsurance Brokers0.59%+0.07 ppLife & Health Insurance0.82%-0.07 ppProperty & Casualty Insurance1.22%+0.05 ppMulti-line Insurance0.38%-0.03 ppConsumer Finance0.91%+0.02 ppReinsurance0.05%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.85%
Industry change · 12M
-0.26 pp
Asset Management & Custody Banks · contribution
-0.260 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $44.9bn | 0.239% | -0.025 pp | -0.076 pp | -10.1% | No |
| State Street Corporation → STT | United States | $21.6bn | 0.115% | -0.028 pp | -0.073 pp | -32.3% | No |
| Northern Trust → NTRS | United States | $21.1bn | 0.112% | -0.007 pp | -0.030 pp | -8.0% | No |
| T. Rowe Price → TROW | United States | $26.7bn | 0.142% | +0.001 pp | -0.027 pp | -2.0% | Yes |
| Ameriprise Financial → AMP | United States | $19.5bn | 0.104% | -0.007 pp | -0.019 pp | +2.6% | No |
| Franklin Resources → BEN | United States | $16.4bn | 0.087% | -0.010 pp | -0.018 pp | -1.8% | No |
| Invesco → IVZ | United States | $9.0bn | 0.048% | -0.001 pp | -0.017 pp | -24.7% | 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.