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 Banks2.49%-1.24 ppTransaction & Payment Processing Services0.91%-0.60 ppInvestment Banking & Brokerage0.83%-0.45 ppFinancial Exchanges & Data0.79%-0.34 ppProperty & Casualty Insurance0.67%-0.24 ppInsurance Brokers0.54%-0.23 ppRegional Banks0.23%-0.21 ppAsset Management & Custody Banks0.35%-0.20 ppConsumer Finance0.40%-0.20 ppLife & Health Insurance0.34%-0.18 ppMulti-line Insurance0.14%-0.08 ppReinsurance0.03%-0.00 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
-0.20 pp
Asset Management & Custody Banks · contribution
-0.202 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $35.8bn | 0.078% | -0.038 pp | -0.043 pp | +8.1% | No |
| State Street Corporation → STT | United States | $23.1bn | 0.050% | -0.031 pp | -0.039 pp | +5.6% | No |
| T. Rowe Price → TROW | United States | $27.6bn | 0.060% | -0.025 pp | -0.036 pp | +4.2% | No |
| Northern Trust → NTRS | United States | $16.6bn | 0.036% | -0.019 pp | -0.035 pp | -16.9% | No |
| Ameriprise Financial → AMP | United States | $36.3bn | 0.079% | -0.029 pp | -0.023 pp | +31.3% | No |
| Franklin Resources → BEN | United States | $14.6bn | 0.032% | -0.014 pp | -0.015 pp | +11.6% | No |
| Invesco → IVZ | United States | $7.7bn | 0.017% | -0.010 pp | -0.011 pp | -1.1% | 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.