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 Banks3.90%+0.41 ppAsset Management & Custody Banks0.72%+0.20 ppProperty & Casualty Insurance1.19%+0.14 ppConsumer Finance0.70%+0.12 ppTransaction & Payment Processing Services1.29%-0.09 ppInsurance Brokers0.75%-0.07 ppLife & Health Insurance0.48%-0.03 ppFinancial Exchanges & Data1.11%-0.02 ppMulti-line Insurance0.22%+0.02 ppInvestment Banking & Brokerage1.18%-0.01 ppRegional Banks0.33%+0.00 ppReinsurance0.05%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.72%
Industry change · 12M
+0.20 pp
Asset Management & Custody Banks · contribution
+0.203 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $83.3bn | 0.241% | -0.022 pp | +0.241 pp | +34.6% | No |
| State Street Corporation → STT | United States | $21.9bn | 0.063% | -0.004 pp | -0.018 pp | +4.1% | No |
| T. Rowe Price → TROW | United States | $24.5bn | 0.071% | -0.001 pp | -0.014 pp | +2.0% | No |
| Ameriprise Financial → AMP | United States | $41.3bn | 0.120% | +0.003 pp | +0.011 pp | +37.2% | Yes |
| Franklin Resources → BEN | United States | $12.0bn | 0.035% | -0.007 pp | -0.011 pp | -11.1% | No |
| Invesco → IVZ | United States | $6.4bn | 0.018% | -0.003 pp | -0.008 pp | -12.8% | No |
| BNY Mellon → BNY | United States | $42.6bn | 0.123% | -0.003 pp | +0.008 pp | +37.3% | Yes |
| Northern Trust → NTRS | United States | $16.9bn | 0.049% | -0.000 pp | -0.006 pp | +9.5% | 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.