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%-6.50 ppTransaction & Payment Processing Services0.00%-2.00 ppInvestment Banking & Brokerage0.00%-1.19 ppProperty & Casualty Insurance0.00%-1.18 ppFinancial Exchanges & Data0.00%-0.98 ppAsset Management & Custody Banks0.00%-0.91 ppConsumer Finance0.00%-0.88 ppLife & Health Insurance0.00%-0.80 ppInsurance Brokers0.00%-0.59 ppRegional Banks0.00%-0.55 ppMulti-line Insurance0.00%-0.33 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
-0.91 pp
Asset Management & Custody Banks · contribution
-0.909 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $30.0bn | 0.000% | -0.228 pp | -0.276 pp | -31.5% | No |
| State Street Corporation → STT | United States | $18.9bn | 0.000% | -0.141 pp | -0.143 pp | -16.3% | No |
| T. Rowe Price → TROW | United States | $23.0bn | 0.000% | -0.140 pp | -0.136 pp | +0.5% | No |
| Northern Trust → NTRS | United States | $15.8bn | 0.000% | -0.110 pp | -0.113 pp | -14.0% | No |
| Ameriprise Financial → AMP | United States | $12.6bn | 0.000% | -0.103 pp | -0.100 pp | -17.9% | No |
| Franklin Resources → BEN | United States | $8.3bn | 0.000% | -0.063 pp | -0.097 pp | -47.4% | No |
| Invesco → IVZ | United States | $4.1bn | 0.000% | -0.040 pp | -0.044 pp | -49.7% | 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.