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 Banks2.64%+2.63 ppTransaction & Payment Processing Services1.35%+1.34 ppInvestment Banking & Brokerage0.68%+0.68 ppFinancial Exchanges & Data0.52%+0.52 ppProperty & Casualty Insurance0.48%+0.48 ppConsumer Finance0.38%+0.38 ppAsset Management & Custody Banks0.36%+0.36 ppLife & Health Insurance0.30%+0.30 ppInsurance Brokers0.27%+0.27 ppRegional Banks0.23%+0.23 ppMulti-line Insurance0.12%+0.12 ppReinsurance0.02%+0.02 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.36%
Industry change · 12M
+0.36 pp
Asset Management & Custody Banks · contribution
+0.363 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $41.6bn | 0.081% | -0.071 pp | +0.081 pp | +45.2% | No |
| T. Rowe Price → TROW | United States | $39.1bn | 0.076% | -0.062 pp | +0.076 pp | +80.5% | No |
| State Street Corporation → STT | United States | $29.6bn | 0.058% | -0.046 pp | +0.058 pp | +62.6% | No |
| Ameriprise Financial → AMP | United States | $27.1bn | 0.053% | -0.040 pp | +0.053 pp | +132.8% | No |
| Northern Trust → NTRS | United States | $21.9bn | 0.043% | -0.036 pp | +0.043 pp | +43.7% | No |
| Franklin Resources → BEN | United States | $15.0bn | 0.029% | -0.022 pp | +0.029 pp | +85.9% | No |
| Invesco → IVZ | United States | $11.6bn | 0.023% | -0.010 pp | +0.023 pp | +192.4% | No |
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.