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 Banks2.67%+0.24 ppAsset Management & Custody Banks0.50%+0.14 ppProperty & Casualty Insurance0.82%+0.10 ppTransaction & Payment Processing Services0.83%-0.09 ppFinancial Exchanges & Data0.76%-0.07 ppInsurance Brokers0.52%-0.06 ppConsumer Finance0.46%+0.04 ppMulti-line Insurance0.15%+0.01 ppRegional Banks0.23%+0.01 ppLife & Health Insurance0.33%+0.01 ppInvestment Banking & Brokerage0.81%-0.00 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.50%
Industry change · 12M
+0.14 pp
Asset Management & Custody Banks · contribution
+0.143 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $86.1bn | 0.165% | -0.097 pp | +0.165 pp | +45.1% | No |
| State Street Corporation → STT | United States | $22.8bn | 0.044% | -0.020 pp | -0.013 pp | +15.3% | No |
| T. Rowe Price → TROW | United States | $26.3bn | 0.050% | -0.022 pp | -0.009 pp | +15.0% | No |
| BNY Mellon → BNY | United States | $44.6bn | 0.085% | -0.036 pp | +0.007 pp | +53.5% | No |
| Ameriprise Financial → AMP | United States | $43.4bn | 0.083% | -0.034 pp | +0.006 pp | +48.5% | No |
| Franklin Resources → BEN | United States | $12.4bn | 0.024% | -0.018 pp | -0.006 pp | +2.9% | No |
| Northern Trust → NTRS | United States | $17.2bn | 0.033% | -0.015 pp | -0.004 pp | +21.7% | No |
| Invesco → IVZ | United States | $7.1bn | 0.014% | -0.006 pp | -0.003 pp | +15.2% | 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.