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 Banks3.48%-0.52 ppTransaction & Payment Processing Services1.38%-0.22 ppConsumer Finance0.57%-0.16 ppRegional Banks0.33%-0.10 ppInvestment Banking & Brokerage1.19%-0.08 ppFinancial Exchanges & Data1.14%+0.07 ppLife & Health Insurance0.51%-0.07 ppMulti-line Insurance0.20%-0.07 ppProperty & Casualty Insurance1.06%+0.05 ppAsset Management & Custody Banks0.52%-0.05 ppInsurance Brokers0.82%+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
0.52%
Industry change · 12M
-0.05 pp
Asset Management & Custody Banks · contribution
-0.053 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Northern Trust → NTRS | United States | $16.3bn | 0.055% | -0.014 pp | -0.023 pp | -21.8% | No |
| T. Rowe Price → TROW | United States | $25.2bn | 0.085% | -0.004 pp | -0.016 pp | -4.7% | No |
| State Street Corporation → STT | United States | $24.2bn | 0.082% | -0.033 pp | -0.007 pp | +11.8% | No |
| BNY Mellon → BNY | United States | $34.3bn | 0.116% | -0.024 pp | -0.007 pp | +4.8% | No |
| Invesco → IVZ | United States | $7.8bn | 0.026% | -0.002 pp | -0.004 pp | -2.8% | No |
| Ameriprise Financial → AMP | United States | $32.1bn | 0.108% | -0.019 pp | +0.002 pp | +16.9% | No |
| Franklin Resources → BEN | United States | $13.4bn | 0.045% | -0.008 pp | +0.001 pp | +14.6% | 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.