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 Banks6.46%+2.34 ppTransaction & Payment Processing Services2.23%+1.23 ppProperty & Casualty Insurance1.24%+0.60 ppFinancial Exchanges & Data1.05%+0.53 ppConsumer Finance0.87%+0.36 ppInvestment Banking & Brokerage1.10%+0.33 ppInsurance Brokers0.60%+0.30 ppLife & Health Insurance0.77%+0.29 ppAsset Management & Custody Banks0.81%+0.25 ppRegional Banks0.56%+0.18 ppMulti-line Insurance0.38%+0.16 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.81%
Industry change · 12M
+0.25 pp
Asset Management & Custody Banks · contribution
+0.250 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $42.6bn | 0.226% | -0.002 pp | +0.064 pp | -9.2% | No |
| T. Rowe Price → TROW | United States | $26.9bn | 0.143% | +0.003 pp | +0.058 pp | +7.7% | Yes |
| Ameriprise Financial → AMP | United States | $19.3bn | 0.102% | -0.003 pp | +0.036 pp | +2.4% | No |
| Northern Trust → NTRS | United States | $20.1bn | 0.107% | +0.001 pp | +0.034 pp | -6.1% | No |
| Franklin Resources → BEN | United States | $14.5bn | 0.077% | -0.018 pp | +0.026 pp | -1.9% | No |
| State Street Corporation → STT | United States | $22.1bn | 0.117% | +0.004 pp | +0.019 pp | -27.1% | No |
| Invesco → IVZ | United States | $8.0bn | 0.042% | -0.002 pp | +0.012 pp | -21.1% | 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.