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 Banks3.62%-0.31 ppInvestment Banking & Brokerage1.17%-0.24 ppAsset Management & Custody Banks0.77%+0.19 ppProperty & Casualty Insurance1.03%-0.14 ppLife & Health Insurance0.49%-0.12 ppRegional Banks0.33%-0.11 ppTransaction & Payment Processing Services1.26%-0.11 ppInsurance Brokers0.73%-0.09 ppFinancial Exchanges & Data1.21%+0.06 ppMulti-line Insurance0.21%-0.03 ppConsumer Finance0.60%+0.02 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.77%
Industry change · 12M
+0.19 pp
Asset Management & Custody Banks · contribution
+0.188 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $93.0bn | 0.277% | +0.023 pp | +0.277 pp | +82.7% | Yes |
| State Street Corporation → STT | United States | $23.9bn | 0.071% | +0.000 pp | -0.031 pp | +3.5% | Yes |
| T. Rowe Price → TROW | United States | $24.1bn | 0.072% | -0.007 pp | -0.016 pp | +3.4% | Yes |
| Northern Trust → NTRS | United States | $17.5bn | 0.052% | +0.004 pp | -0.014 pp | -1.0% | Yes |
| BNY Mellon → BNY | United States | $40.0bn | 0.119% | +0.008 pp | -0.013 pp | +18.5% | Yes |
| Invesco → IVZ | United States | $8.0bn | 0.024% | +0.002 pp | -0.006 pp | +4.2% | Yes |
| Ameriprise Financial → AMP | United States | $38.4bn | 0.115% | +0.002 pp | -0.005 pp | +24.0% | Yes |
| Franklin Resources → BEN | United States | $14.7bn | 0.044% | +0.003 pp | -0.004 pp | +17.0% | 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.