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 Banks2.42%-1.54 ppTransaction & Payment Processing Services0.93%-0.57 ppInvestment Banking & Brokerage0.80%-0.51 ppProperty & Casualty Insurance0.70%-0.39 ppFinancial Exchanges & Data0.82%-0.32 ppRegional Banks0.21%-0.26 ppLife & Health Insurance0.34%-0.24 ppInsurance Brokers0.59%-0.22 ppAsset Management & Custody Banks0.36%-0.21 ppConsumer Finance0.43%-0.19 ppMulti-line Insurance0.14%-0.11 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.36%
Industry change · 12M
-0.21 pp
Asset Management & Custody Banks · contribution
-0.213 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $35.1bn | 0.081% | -0.043 pp | -0.050 pp | +10.4% | No |
| Northern Trust → NTRS | United States | $15.4bn | 0.036% | -0.027 pp | -0.042 pp | -20.5% | No |
| T. Rowe Price → TROW | United States | $25.2bn | 0.058% | -0.028 pp | -0.042 pp | +2.9% | No |
| State Street Corporation → STT | United States | $24.5bn | 0.057% | -0.032 pp | -0.031 pp | +23.0% | No |
| Ameriprise Financial → AMP | United States | $34.6bn | 0.080% | -0.030 pp | -0.022 pp | +42.2% | No |
| Franklin Resources → BEN | United States | $13.4bn | 0.031% | -0.015 pp | -0.014 pp | +20.1% | No |
| Invesco → IVZ | United States | $7.7bn | 0.018% | -0.008 pp | -0.011 pp | +8.9% | 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.