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 Banks3.28%-0.51 ppInvestment Banking & Brokerage1.11%-0.23 ppTransaction & Payment Processing Services1.29%-0.23 ppRegional Banks0.31%-0.16 ppConsumer Finance0.54%-0.07 ppAsset Management & Custody Banks0.49%-0.07 ppLife & Health Insurance0.50%-0.05 ppFinancial Exchanges & Data1.15%+0.05 ppInsurance Brokers0.82%+0.04 ppMulti-line Insurance0.20%-0.02 ppReinsurance0.05%+0.01 ppProperty & Casualty Insurance0.97%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.49%
Industry change · 12M
-0.07 pp
Asset Management & Custody Banks · contribution
-0.068 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $15.7bn | 0.050% | +0.013 pp | -0.021 pp | -17.2% | Yes |
| State Street Corporation → STT | United States | $21.9bn | 0.070% | +0.014 pp | -0.020 pp | +4.2% | Yes |
| T. Rowe Price → TROW | United States | $25.2bn | 0.080% | +0.021 pp | -0.017 pp | -2.4% | Yes |
| BNY Mellon → BNY | United States | $34.9bn | 0.111% | +0.033 pp | -0.009 pp | +11.9% | Yes |
| Ameriprise Financial → AMP | United States | $34.6bn | 0.110% | +0.034 pp | +0.007 pp | +28.0% | Yes |
| Invesco → IVZ | United States | $7.1bn | 0.023% | +0.006 pp | -0.004 pp | +1.2% | Yes |
| Franklin Resources → BEN | United States | $13.3bn | 0.043% | +0.013 pp | -0.004 pp | +7.5% | Yes |
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.