Observatory · observe first

Northern Trust

NTRS · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.046%
12M weight contribution
-0.016 pp
3M weight contribution
+0.010 pp
12M price return
-19.0%

Share of matched S&P 500 members

Monthly observations through Oct 2023

0.00.10.1201820192020202120222023

Company price index

A separate dimension from market allocation

76101127201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Oct 2023$13.6bn0.046%-0.016 pp-19.0%Yes
Sep 2023$14.4bn0.048%-0.022 pp-15.8%Yes
Aug 2023$15.7bn0.050%-0.021 pp-17.2%Yes
Jul 2023$16.6bn0.036%-0.035 pp-16.9%No
Jun 2023$15.4bn0.036%-0.042 pp-20.5%No
May 2023$15.0bn0.037%-0.047 pp-33.6%No
Apr 2023$16.3bn0.055%-0.023 pp-21.8%No
Mar 2023$18.3bn0.063%-0.019 pp-21.9%No
Feb 2023$19.8bn0.070%-0.012 pp-13.9%Yes
Jan 2023$20.2bn0.069%-0.012 pp-14.4%Yes
Dec 2022$18.4bn0.067%-0.013 pp-23.8%No
Nov 2022$19.4bn0.066%-0.015 pp-17.4%No
Oct 2022$17.6bn0.062%-0.023 pp-29.6%No
Sep 2022$17.8bn0.070%-0.009 pp-18.5%No
Aug 2022$19.8bn0.071%-0.012 pp-17.7%No
Jul 2022$20.8bn0.071%-0.009 pp-9.3%No
Jun 2022$20.1bn0.078%-0.007 pp-14.4%No
May 2022$23.3bn0.084%-0.007 pp-5.5%Yes
Apr 2022$21.4bn0.077%-0.008 pp-7.2%No
Mar 2022$24.2bn0.081%+0.039 pp+13.5%No
Feb 2022$23.7bn0.082%+0.043 pp+22.7%Yes
Jan 2022$24.2bn0.081%+0.037 pp+34.1%No
Dec 2021$24.8bn0.080%+0.001 pp+31.7%No
Nov 2021$24.0bn0.081%-0.001 pp+27.6%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.