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 Technology18.4%+8.88 pp Financials16.5%+7.33 pp Health Care17.0%+6.61 pp Industrials13.2%+6.00 pp Consumer Staples8.7%+3.60 pp Communication Services5.3%+3.24 pp Materials3.2%+1.83 pp Utilities3.7%+1.55 pp Real Estate3.5%+1.53 pp Energy3.5%+1.16 pp Consumer Discretionary7.0%-41.73 pp

2 · Industry

Inside Financials

Diversified Banks6.68%+2.85 pp Transaction & Payment Processing Services2.49%+1.43 pp Financial Exchanges & Data1.05%+0.51 pp Property & Casualty Insurance1.13%+0.47 pp Investment Banking & Brokerage1.15%+0.45 pp Consumer Finance0.85%+0.37 pp Asset Management & Custody Banks0.83%+0.30 pp Insurance Brokers0.60%+0.29 pp Life & Health Insurance0.74%+0.27 pp Regional Banks0.56%+0.23 pp Multi-line Insurance0.33%+0.14 pp Reinsurance0.06%+0.02 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Asset Management & Custody Banks

Asset Management & Custody Banks0.83%+0.297 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Asset Management & Custody Banks · weight

0.83%

Industry change · 12M

+0.30 pp

Asset Management & Custody Banks · contribution

+0.297 pp

Company participation

57%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$46.4bn	0.228%	+0.001 pp	+0.061 pp	+9.6%	Yes
T. Rowe Price → TROW	United States	$28.5bn	0.140%	-0.003 pp	+0.060 pp	+35.6%	No
State Street Corporation → STT	United States	$28.8bn	0.141%	+0.024 pp	+0.056 pp	+29.3%	Yes
Ameriprise Financial → AMP	United States	$21.1bn	0.104%	+0.001 pp	+0.052 pp	+64.0%	Yes
Northern Trust → NTRS	United States	$22.5bn	0.110%	+0.004 pp	+0.044 pp	+30.6%	Yes
Invesco → IVZ	United States	$8.2bn	0.040%	-0.002 pp	+0.015 pp	+14.9%	No
Franklin Resources → BEN	United States	$12.9bn	0.063%	-0.014 pp	+0.009 pp	-9.3%	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.