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 Banks6.17%+1.82 ppTransaction & Payment Processing Services2.37%+1.37 ppProperty & Casualty Insurance1.23%+0.58 ppFinancial Exchanges & Data1.13%+0.57 ppConsumer Finance0.88%+0.36 ppInsurance Brokers0.62%+0.32 ppInvestment Banking & Brokerage1.08%+0.27 ppLife & Health Insurance0.74%+0.26 ppAsset Management & Custody Banks0.77%+0.18 ppMulti-line Insurance0.37%+0.14 ppRegional Banks0.54%+0.13 ppReinsurance0.05%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.77%
Industry change · 12M
+0.18 pp
Asset Management & Custody Banks · contribution
+0.178 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| T. Rowe Price → TROW | United States | $26.1bn | 0.142% | +0.002 pp | +0.051 pp | -1.8% | Yes |
| BNY Mellon → BNY | United States | $39.6bn | 0.216% | -0.022 pp | +0.047 pp | -17.4% | No |
| Ameriprise Financial → AMP | United States | $16.9bn | 0.092% | -0.016 pp | +0.027 pp | -6.6% | No |
| Northern Trust → NTRS | United States | $18.9bn | 0.103% | -0.006 pp | +0.025 pp | -16.1% | No |
| Franklin Resources → BEN | United States | $13.2bn | 0.072% | -0.022 pp | +0.018 pp | -14.5% | No |
| Invesco → IVZ | United States | $7.4bn | 0.040% | -0.006 pp | +0.008 pp | -30.5% | No |
| State Street Corporation → STT | United States | $19.1bn | 0.104% | -0.016 pp | +0.001 pp | -39.3% | 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.