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 Banks3.36%-0.42 ppInvestment Banking & Brokerage1.11%-0.26 ppTransaction & Payment Processing Services1.28%-0.22 ppAsset Management & Custody Banks0.74%+0.19 ppRegional Banks0.31%-0.17 ppFinancial Exchanges & Data1.14%+0.06 ppConsumer Finance0.53%-0.06 ppLife & Health Insurance0.52%-0.05 ppInsurance Brokers0.84%+0.03 ppProperty & Casualty Insurance1.04%+0.02 ppReinsurance0.05%+0.01 ppMulti-line Insurance0.22%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.74%
Industry change · 12M
+0.19 pp
Asset Management & Custody Banks · contribution
+0.191 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| Blackstone Inc. → BX | United States | $76.0bn | 0.254% | +0.254 pp | +0.254 pp | +32.7% | Yes |
| Northern Trust → NTRS | United States | $14.4bn | 0.048% | +0.012 pp | -0.022 pp | -15.8% | Yes |
| State Street Corporation → STT | United States | $21.3bn | 0.071% | +0.015 pp | -0.017 pp | +14.1% | Yes |
| T. Rowe Price → TROW | United States | $23.5bn | 0.079% | +0.020 pp | -0.015 pp | +4.3% | Yes |
| BNY Mellon → BNY | United States | $33.2bn | 0.111% | +0.030 pp | -0.011 pp | +14.6% | Yes |
| Ameriprise Financial → AMP | United States | $33.8bn | 0.113% | +0.033 pp | +0.006 pp | +33.0% | Yes |
| Invesco → IVZ | United States | $6.5bn | 0.022% | +0.004 pp | -0.003 pp | +10.9% | Yes |
| Franklin Resources → BEN | United States | $12.3bn | 0.041% | +0.010 pp | -0.001 pp | +19.7% | 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.