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%-0.66 ppInvestment Banking & Brokerage1.03%-0.34 ppTransaction & Payment Processing Services1.24%-0.21 ppRegional Banks0.28%-0.19 ppAsset Management & Custody Banks0.69%+0.14 ppFinancial Exchanges & Data1.13%+0.10 ppLife & Health Insurance0.52%-0.09 ppProperty & Casualty Insurance1.14%+0.09 ppInsurance Brokers0.85%+0.08 ppConsumer Finance0.53%-0.06 ppReinsurance0.06%+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
0.69%
Industry change · 12M
+0.14 pp
Asset Management & Custody Banks · contribution
+0.138 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $65.5bn | 0.223% | +0.223 pp | +0.223 pp | +4.9% | Yes |
| State Street Corporation → STT | United States | $19.9bn | 0.068% | +0.017 pp | -0.029 pp | -9.5% | Yes |
| Northern Trust → NTRS | United States | $13.6bn | 0.046% | +0.010 pp | -0.016 pp | -19.0% | Yes |
| T. Rowe Price → TROW | United States | $20.2bn | 0.069% | +0.008 pp | -0.015 pp | -10.9% | Yes |
| Ameriprise Financial → AMP | United States | $32.3bn | 0.110% | +0.031 pp | -0.009 pp | +3.4% | Yes |
| BNY Mellon → BNY | United States | $33.1bn | 0.113% | +0.035 pp | -0.008 pp | +4.6% | Yes |
| Invesco → IVZ | United States | $5.8bn | 0.020% | +0.003 pp | -0.005 pp | -11.4% | Yes |
| Franklin Resources → BEN | United States | $11.4bn | 0.039% | +0.007 pp | -0.003 pp | +1.8% | 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.