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 Banks3.98%-2.62 ppTransaction & Payment Processing Services2.64%+0.29 ppConsumer Finance0.57%-0.27 ppLife & Health Insurance0.49%-0.27 ppAsset Management & Custody Banks0.62%-0.20 ppRegional Banks0.37%-0.19 ppProperty & Casualty Insurance0.95%-0.18 ppInvestment Banking & Brokerage0.95%-0.16 ppMulti-line Insurance0.21%-0.15 ppInsurance Brokers0.54%-0.05 ppFinancial Exchanges & Data1.09%+0.02 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.62%
Industry change · 12M
-0.20 pp
Asset Management & Custody Banks · contribution
-0.202 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $30.4bn | 0.144% | +0.144 pp | -0.086 pp | -24.1% | Yes |
| Northern Trust → NTRS | United States | $16.3bn | 0.077% | +0.077 pp | -0.033 pp | -18.8% | Yes |
| Franklin Resources → BEN | United States | $9.3bn | 0.044% | +0.044 pp | -0.028 pp | -28.3% | Yes |
| State Street Corporation → STT | United States | $20.8bn | 0.098% | +0.098 pp | -0.027 pp | -7.8% | Yes |
| Ameriprise Financial → AMP | United States | $19.3bn | 0.092% | +0.091 pp | -0.011 pp | +9.5% | Yes |
| Invesco → IVZ | United States | $6.0bn | 0.029% | +0.028 pp | -0.011 pp | -16.6% | Yes |
| T. Rowe Price → TROW | United States | $28.7bn | 0.136% | +0.136 pp | -0.005 pp | +12.8% | 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.