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

Universe›Financials›Asset Management & Custody Banks›Asset Management & Custody Banks

1 · Sector

Weight and 12M allocation change

Information Technology17.9%+8.09 pp Financials16.2%+6.66 pp Health Care16.5%+6.53 pp Industrials13.4%+5.79 pp Consumer Staples9.0%+3.80 pp Communication Services5.3%+3.36 pp Materials3.2%+2.13 pp Real Estate3.8%+1.85 pp Utilities3.9%+1.83 pp Energy3.5%+1.02 pp Consumer Discretionary7.1%-41.06 pp

2 · Industry

Inside Financials

Diversified Banks6.60%+2.43 pp Transaction & Payment Processing Services2.34%+1.36 pp Financial Exchanges & Data1.07%+0.54 pp Property & Casualty Insurance1.13%+0.48 pp Consumer Finance0.85%+0.33 pp Investment Banking & Brokerage1.11%+0.32 pp Life & Health Insurance0.76%+0.29 pp Insurance Brokers0.60%+0.28 pp Asset Management & Custody Banks0.82%+0.28 pp Regional Banks0.55%+0.17 pp Multi-line Insurance0.36%+0.16 pp Reinsurance0.05%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Asset Management & Custody Banks

Asset Management & Custody Banks0.82%+0.277 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Asset Management & Custody Banks · weight

0.82%

Industry change · 12M

+0.28 pp

Asset Management & Custody Banks · contribution

+0.277 pp

Company participation

57%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$44.1bn	0.230%	-0.009 pp	+0.069 pp	+1.2%	Yes
T. Rowe Price → TROW	United States	$27.1bn	0.141%	-0.001 pp	+0.062 pp	+22.9%	No
Ameriprise Financial → AMP	United States	$19.7bn	0.103%	-0.001 pp	+0.042 pp	+21.9%	Yes
Northern Trust → NTRS	United States	$21.1bn	0.110%	-0.002 pp	+0.039 pp	+8.9%	Yes
State Street Corporation → STT	United States	$24.0bn	0.125%	+0.010 pp	+0.037 pp	-0.8%	Yes
Franklin Resources → BEN	United States	$13.9bn	0.072%	-0.015 pp	+0.018 pp	-6.6%	No
Invesco → IVZ	United States	$7.6bn	0.040%	-0.008 pp	+0.010 pp	-17.4%	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.