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 Banks4.45%-2.23 ppTransaction & Payment Processing Services2.77%+0.28 ppLife & Health Insurance0.52%-0.22 ppConsumer Finance0.66%-0.19 ppProperty & Casualty Insurance0.94%-0.18 ppAsset Management & Custody Banks0.65%-0.18 ppRegional Banks0.39%-0.17 ppMulti-line Insurance0.21%-0.12 ppInsurance Brokers0.53%-0.07 ppInvestment Banking & Brokerage1.18%+0.04 ppReinsurance0.04%-0.02 ppFinancial Exchanges & Data1.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.65%
Industry change · 12M
-0.18 pp
Asset Management & Custody Banks · contribution
-0.176 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $37.6bn | 0.152% | +0.152 pp | -0.075 pp | -12.9% | Yes |
| State Street Corporation → STT | United States | $25.7bn | 0.104% | +0.104 pp | -0.037 pp | -4.8% | Yes |
| Northern Trust → NTRS | United States | $19.4bn | 0.078% | +0.078 pp | -0.032 pp | -9.3% | Yes |
| Franklin Resources → BEN | United States | $12.6bn | 0.051% | +0.051 pp | -0.012 pp | +1.5% | Yes |
| Ameriprise Financial → AMP | United States | $22.9bn | 0.093% | +0.093 pp | -0.011 pp | +19.8% | Yes |
| Invesco → IVZ | United States | $8.0bn | 0.032% | +0.032 pp | -0.008 pp | +3.1% | Yes |
| T. Rowe Price → TROW | United States | $34.3bn | 0.139% | +0.139 pp | -0.001 pp | +28.1% | 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.