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 Banks3.42%-0.59 ppInvestment Banking & Brokerage1.07%-0.36 ppRegional Banks0.30%-0.16 ppAsset Management & Custody Banks0.73%+0.14 ppLife & Health Insurance0.50%-0.11 ppTransaction & Payment Processing Services1.26%-0.09 ppFinancial Exchanges & Data1.19%+0.03 ppConsumer Finance0.56%-0.03 ppInsurance Brokers0.82%+0.03 ppProperty & Casualty Insurance1.09%-0.01 ppReinsurance0.06%+0.01 ppMulti-line Insurance0.22%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.73%
Industry change · 12M
+0.14 pp
Asset Management & Custody Banks · contribution
+0.145 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $79.8bn | 0.249% | +0.249 pp | +0.249 pp | +27.1% | Yes |
| State Street Corporation → STT | United States | $22.5bn | 0.070% | +0.000 pp | -0.029 pp | -5.3% | Yes |
| T. Rowe Price → TROW | United States | $22.4bn | 0.070% | -0.010 pp | -0.025 pp | -16.2% | Yes |
| Northern Trust → NTRS | United States | $16.4bn | 0.051% | +0.001 pp | -0.015 pp | -11.7% | Yes |
| BNY Mellon → BNY | United States | $37.2bn | 0.116% | +0.004 pp | -0.010 pp | +9.1% | Yes |
| Invesco → IVZ | United States | $6.4bn | 0.020% | -0.003 pp | -0.009 pp | -21.6% | Yes |
| Ameriprise Financial → AMP | United States | $35.8bn | 0.112% | +0.001 pp | -0.008 pp | +8.2% | Yes |
| Franklin Resources → BEN | United States | $12.3bn | 0.038% | -0.004 pp | -0.007 pp | -3.1% | 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.