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%-0.44 ppInvestment Banking & Brokerage1.08%-0.34 ppRegional Banks0.32%-0.15 ppAsset Management & Custody Banks0.75%+0.13 ppLife & Health Insurance0.48%-0.11 ppTransaction & Payment Processing Services1.29%-0.11 ppInsurance Brokers0.77%-0.02 ppFinancial Exchanges & Data1.16%+0.02 ppMulti-line Insurance0.22%-0.02 ppProperty & Casualty Insurance1.14%-0.01 ppReinsurance0.05%-0.01 ppConsumer Finance0.65%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.75%
Industry change · 12M
+0.13 pp
Asset Management & Custody Banks · contribution
+0.129 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $91.3bn | 0.262% | +0.013 pp | +0.262 pp | +45.6% | Yes |
| State Street Corporation → STT | United States | $22.3bn | 0.064% | -0.006 pp | -0.044 pp | -13.8% | No |
| BNY Mellon → BNY | United States | $42.3bn | 0.121% | +0.005 pp | -0.023 pp | +14.3% | Yes |
| Northern Trust → NTRS | United States | $16.8bn | 0.048% | -0.003 pp | -0.022 pp | -10.5% | No |
| T. Rowe Price → TROW | United States | $25.4bn | 0.073% | +0.003 pp | -0.016 pp | +5.7% | Yes |
| Franklin Resources → BEN | United States | $14.5bn | 0.041% | +0.003 pp | -0.010 pp | -2.5% | Yes |
| Ameriprise Financial → AMP | United States | $40.9bn | 0.117% | +0.006 pp | -0.010 pp | +20.7% | Yes |
| Invesco → IVZ | United States | $6.9bn | 0.020% | -0.000 pp | -0.008 pp | -8.0% | 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.