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 Banks3.40%-0.83 ppTransaction & Payment Processing Services1.34%-0.28 ppInvestment Banking & Brokerage1.18%-0.16 ppConsumer Finance0.59%-0.13 ppRegional Banks0.33%-0.11 ppLife & Health Insurance0.49%-0.09 ppAsset Management & Custody Banks0.54%-0.09 ppMulti-line Insurance0.19%-0.07 ppProperty & Casualty Insurance1.05%+0.06 ppFinancial Exchanges & Data1.14%+0.04 ppInsurance Brokers0.78%-0.03 ppReinsurance0.05%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.54%
Industry change · 12M
-0.09 pp
Asset Management & Custody Banks · contribution
-0.090 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2023 · 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 |
|---|---|---|---|---|---|---|---|
| T. Rowe Price → TROW | United States | $25.3bn | 0.086% | -0.002 pp | -0.030 pp | -22.0% | No |
| Northern Trust → NTRS | United States | $18.3bn | 0.063% | -0.004 pp | -0.019 pp | -21.9% | No |
| State Street Corporation → STT | United States | $26.1bn | 0.089% | -0.014 pp | -0.018 pp | -10.0% | No |
| Invesco → IVZ | United States | $7.5bn | 0.025% | -0.004 pp | -0.010 pp | -25.8% | No |
| BNY Mellon → BNY | United States | $36.5bn | 0.125% | -0.008 pp | -0.010 pp | -5.4% | No |
| Ameriprise Financial → AMP | United States | $32.3bn | 0.110% | -0.009 pp | -0.002 pp | +3.8% | No |
| Franklin Resources → BEN | United States | $13.5bn | 0.046% | -0.002 pp | -0.001 pp | +1.2% | 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.