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 Banks3.85%+0.45 ppAsset Management & Custody Banks0.76%+0.21 ppProperty & Casualty Insurance1.18%+0.12 ppConsumer Finance0.66%+0.08 ppTransaction & Payment Processing Services1.30%-0.04 ppInvestment Banking & Brokerage1.14%-0.04 ppMulti-line Insurance0.22%+0.03 ppInsurance Brokers0.76%-0.02 ppFinancial Exchanges & Data1.13%-0.01 ppLife & Health Insurance0.49%+0.00 ppRegional Banks0.33%-0.00 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.05%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.76%
Industry change · 12M
+0.21 pp
Asset Management & Custody Banks · contribution
+0.211 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $93.9bn | 0.260% | -0.017 pp | +0.260 pp | +54.6% | Yes |
| State Street Corporation → STT | United States | $23.3bn | 0.065% | -0.007 pp | -0.024 pp | +6.0% | No |
| Northern Trust → NTRS | United States | $18.2bn | 0.051% | -0.002 pp | -0.012 pp | +4.8% | Yes |
| Ameriprise Financial → AMP | United States | $44.0bn | 0.122% | +0.007 pp | +0.012 pp | +45.4% | Yes |
| T. Rowe Price → TROW | United States | $27.3bn | 0.076% | +0.004 pp | -0.011 pp | +12.9% | Yes |
| Franklin Resources → BEN | United States | $14.8bn | 0.041% | -0.003 pp | -0.005 pp | +9.2% | Yes |
| Invesco → IVZ | United States | $7.5bn | 0.021% | -0.003 pp | -0.005 pp | +6.6% | No |
| BNY Mellon → BNY | United States | $43.5bn | 0.121% | +0.001 pp | -0.004 pp | +31.4% | 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.