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 Banks4.32%-2.28 ppTransaction & Payment Processing Services2.77%+0.22 ppLife & Health Insurance0.53%-0.22 ppProperty & Casualty Insurance0.91%-0.21 ppConsumer Finance0.65%-0.20 ppAsset Management & Custody Banks0.64%-0.19 ppRegional Banks0.38%-0.18 ppMulti-line Insurance0.22%-0.13 ppInsurance Brokers0.54%-0.06 ppInvestment Banking & Brokerage1.11%-0.05 ppFinancial Exchanges & Data1.08%+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
0.64%
Industry change · 12M
-0.19 pp
Asset Management & Custody Banks · contribution
-0.194 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $34.7bn | 0.147% | +0.147 pp | -0.080 pp | -17.5% | Yes |
| Northern Trust → NTRS | United States | $19.4bn | 0.082% | +0.082 pp | -0.032 pp | -10.3% | Yes |
| State Street Corporation → STT | United States | $24.9bn | 0.106% | +0.105 pp | -0.032 pp | -2.9% | Yes |
| Franklin Resources → BEN | United States | $11.1bn | 0.047% | +0.047 pp | -0.022 pp | -15.7% | Yes |
| Ameriprise Financial → AMP | United States | $21.9bn | 0.093% | +0.093 pp | -0.012 pp | +16.1% | Yes |
| Invesco → IVZ | United States | $7.5bn | 0.032% | +0.032 pp | -0.008 pp | -1.7% | Yes |
| T. Rowe Price → TROW | United States | $32.5bn | 0.138% | +0.138 pp | -0.008 pp | +19.7% | 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.