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 Banks2.44%-1.82 ppTransaction & Payment Processing Services0.92%-0.67 ppInvestment Banking & Brokerage0.82%-0.53 ppProperty & Casualty Insurance0.72%-0.35 ppFinancial Exchanges & Data0.83%-0.29 ppConsumer Finance0.42%-0.28 ppRegional Banks0.22%-0.28 ppLife & Health Insurance0.32%-0.26 ppAsset Management & Custody Banks0.35%-0.26 ppInsurance Brokers0.57%-0.19 ppMulti-line Insurance0.14%-0.12 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.35%
Industry change · 12M
-0.26 pp
Asset Management & Custody Banks · contribution
-0.255 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| BNY Mellon → BNY | United States | $31.7bn | 0.078% | -0.065 pp | -0.057 pp | -10.8% | No |
| Northern Trust → NTRS | United States | $15.0bn | 0.037% | -0.033 pp | -0.047 pp | -33.6% | No |
| T. Rowe Price → TROW | United States | $24.1bn | 0.059% | -0.029 pp | -0.045 pp | -12.0% | No |
| State Street Corporation → STT | United States | $22.7bn | 0.056% | -0.051 pp | -0.040 pp | -2.8% | No |
| Ameriprise Financial → AMP | United States | $31.1bn | 0.077% | -0.050 pp | -0.033 pp | +9.9% | No |
| Franklin Resources → BEN | United States | $12.0bn | 0.030% | -0.022 pp | -0.019 pp | -7.0% | No |
| Invesco → IVZ | United States | $6.6bn | 0.016% | -0.012 pp | -0.015 pp | -22.3% | 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.