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 Banks0.00%-6.83 ppTransaction & Payment Processing Services0.00%-1.97 ppInvestment Banking & Brokerage0.00%-1.24 ppProperty & Casualty Insurance0.00%-1.17 ppFinancial Exchanges & Data0.00%-0.97 ppAsset Management & Custody Banks0.00%-0.95 ppConsumer Finance0.00%-0.89 ppLife & Health Insurance0.00%-0.83 ppRegional Banks0.00%-0.63 ppInsurance Brokers0.00%-0.60 ppMulti-line Insurance0.00%-0.34 ppReinsurance0.00%-0.05 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.00%
Industry change · 12M
-0.95 pp
Asset Management & Custody Banks · contribution
-0.947 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| BNY Mellon → BNY | United States | $35.5bn | 0.000% | -0.227 pp | -0.290 pp | -22.0% | No |
| State Street Corporation → STT | United States | $24.1bn | 0.000% | -0.137 pp | -0.158 pp | -2.3% | No |
| T. Rowe Price → TROW | United States | $27.9bn | 0.000% | -0.145 pp | -0.137 pp | +20.7% | No |
| Northern Trust → NTRS | United States | $18.4bn | 0.000% | -0.114 pp | -0.118 pp | -3.3% | No |
| Ameriprise Financial → AMP | United States | $17.4bn | 0.000% | -0.105 pp | -0.103 pp | +10.1% | No |
| Franklin Resources → BEN | United States | $10.8bn | 0.000% | -0.069 pp | -0.096 pp | -30.9% | No |
| Invesco → IVZ | United States | $6.5bn | 0.000% | -0.040 pp | -0.045 pp | -20.4% | 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.