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 Banks6.21%+2.29 ppTransaction & Payment Processing Services2.63%+1.59 ppFinancial Exchanges & Data1.14%+0.60 ppProperty & Casualty Insurance1.15%+0.51 ppInvestment Banking & Brokerage1.16%+0.45 ppConsumer Finance0.86%+0.37 ppInsurance Brokers0.63%+0.31 ppAsset Management & Custody Banks0.80%+0.27 ppLife & Health Insurance0.72%+0.25 ppRegional Banks0.52%+0.18 ppMulti-line Insurance0.33%+0.13 ppReinsurance0.06%+0.03 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.80%
Industry change · 12M
+0.27 pp
Asset Management & Custody Banks · contribution
+0.269 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $31.2bn | 0.154% | +0.013 pp | +0.080 pp | +46.8% | Yes |
| State Street Corporation → STT | United States | $27.5bn | 0.136% | +0.010 pp | +0.047 pp | +10.0% | Yes |
| Ameriprise Financial → AMP | United States | $21.0bn | 0.103% | +0.000 pp | +0.045 pp | +34.2% | Yes |
| Northern Trust → NTRS | United States | $20.7bn | 0.102% | -0.008 pp | +0.038 pp | +13.6% | No |
| BNY Mellon → BNY | United States | $41.3bn | 0.204% | -0.026 pp | +0.033 pp | -12.2% | No |
| Invesco → IVZ | United States | $7.9bn | 0.039% | -0.001 pp | +0.014 pp | +1.6% | No |
| Franklin Resources → BEN | United States | $12.6bn | 0.062% | -0.010 pp | +0.012 pp | -11.5% | 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.