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 Banks2.59%-3.62 ppTransaction & Payment Processing Services1.52%-1.11 ppProperty & Casualty Insurance0.53%-0.62 ppFinancial Exchanges & Data0.59%-0.55 ppConsumer Finance0.39%-0.47 ppInvestment Banking & Brokerage0.69%-0.47 ppAsset Management & Custody Banks0.38%-0.42 ppLife & Health Insurance0.31%-0.41 ppInsurance Brokers0.30%-0.33 ppRegional Banks0.24%-0.29 ppMulti-line Insurance0.13%-0.20 ppReinsurance0.02%-0.04 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.38%
Industry change · 12M
-0.42 pp
Asset Management & Custody Banks · contribution
-0.416 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $35.3bn | 0.085% | -0.060 pp | -0.119 pp | -8.0% | No |
| State Street Corporation → STT | United States | $24.7bn | 0.059% | -0.039 pp | -0.077 pp | -4.2% | No |
| T. Rowe Price → TROW | United States | $35.4bn | 0.085% | -0.051 pp | -0.069 pp | +20.8% | Yes |
| Northern Trust → NTRS | United States | $18.6bn | 0.044% | -0.033 pp | -0.058 pp | -5.7% | No |
| Ameriprise Financial → AMP | United States | $23.3bn | 0.056% | -0.036 pp | -0.047 pp | +22.9% | Yes |
| Franklin Resources → BEN | United States | $13.3bn | 0.032% | -0.012 pp | -0.030 pp | +9.6% | Yes |
| Invesco → IVZ | United States | $9.5bn | 0.023% | -0.006 pp | -0.016 pp | +26.5% | 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.