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 Banks3.68%-0.36 ppInvestment Banking & Brokerage1.11%-0.30 ppAsset Management & Custody Banks0.76%+0.14 ppRegional Banks0.33%-0.13 ppTransaction & Payment Processing Services1.31%-0.12 ppLife & Health Insurance0.50%-0.10 ppInsurance Brokers0.75%-0.06 ppFinancial Exchanges & Data1.22%+0.03 ppConsumer Finance0.64%-0.02 ppMulti-line Insurance0.22%-0.01 ppReinsurance0.05%+0.00 ppProperty & Casualty Insurance1.13%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.76%
Industry change · 12M
+0.14 pp
Asset Management & Custody Banks · contribution
+0.135 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $88.4bn | 0.263% | +0.040 pp | +0.263 pp | +34.3% | Yes |
| State Street Corporation → STT | United States | $22.8bn | 0.068% | -0.000 pp | -0.047 pp | -16.1% | No |
| Northern Trust → NTRS | United States | $16.5bn | 0.049% | +0.003 pp | -0.020 pp | -14.8% | No |
| T. Rowe Price → TROW | United States | $24.2bn | 0.072% | +0.003 pp | -0.017 pp | -2.5% | No |
| BNY Mellon → BNY | United States | $42.7bn | 0.127% | +0.014 pp | -0.013 pp | +13.7% | Yes |
| Franklin Resources → BEN | United States | $14.0bn | 0.042% | +0.003 pp | -0.012 pp | -10.7% | Yes |
| Ameriprise Financial → AMP | United States | $39.1bn | 0.116% | +0.007 pp | -0.011 pp | +12.3% | Yes |
| Invesco → IVZ | United States | $7.1bn | 0.021% | +0.001 pp | -0.008 pp | -10.2% | No |
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.