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 Banks4.91%-2.01 ppTransaction & Payment Processing Services2.78%+0.72 ppConsumer Finance0.64%-0.28 ppLife & Health Insurance0.58%-0.26 ppInvestment Banking & Brokerage1.01%-0.26 ppAsset Management & Custody Banks0.70%-0.22 ppRegional Banks0.38%-0.21 ppProperty & Casualty Insurance1.01%-0.20 ppFinancial Exchanges & Data1.22%+0.20 ppMulti-line Insurance0.22%-0.13 ppReinsurance0.04%-0.01 ppInsurance Brokers0.58%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.70%
Industry change · 12M
-0.22 pp
Asset Management & Custody Banks · contribution
-0.221 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $33.4bn | 0.187% | -0.017 pp | -0.077 pp | -22.2% | Yes |
| Franklin Resources → BEN | United States | $9.3bn | 0.052% | -0.010 pp | -0.046 pp | -43.2% | Yes |
| Ameriprise Financial → AMP | United States | $14.2bn | 0.079% | -0.024 pp | -0.032 pp | -19.7% | Yes |
| Northern Trust → NTRS | United States | $16.5bn | 0.092% | -0.010 pp | -0.027 pp | -17.2% | Yes |
| Invesco → IVZ | United States | $4.0bn | 0.022% | -0.017 pp | -0.027 pp | -58.0% | No |
| State Street Corporation → STT | United States | $22.2bn | 0.124% | -0.011 pp | -0.019 pp | -3.6% | Yes |
| T. Rowe Price → TROW | United States | $26.3bn | 0.147% | -0.007 pp | +0.006 pp | +10.8% | Yes |
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.