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
Asset Management & Custody Banks0.66%+0.30 ppDiversified Banks2.62%+0.20 ppTransaction & Payment Processing Services0.79%-0.14 ppProperty & Casualty Insurance0.77%+0.08 ppInsurance Brokers0.52%-0.07 ppFinancial Exchanges & Data0.76%-0.05 ppLife & Health Insurance0.32%-0.02 ppConsumer Finance0.45%+0.02 ppRegional Banks0.22%+0.01 ppMulti-line Insurance0.14%-0.00 ppInvestment Banking & Brokerage0.80%-0.00 ppMulti-Sector Holdings0.00%-0.00 ppReinsurance0.03%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.66%
Industry change · 12M
+0.30 pp
Asset Management & Custody Banks · contribution
+0.301 pp
Company participation
11%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| KKR & Co. → KKR | United States | $93.4bn | 0.175% | +0.175 pp | +0.175 pp | +89.6% | Yes |
| Blackstone Inc. → BX | United States | $88.5bn | 0.166% | -0.095 pp | +0.166 pp | +37.3% | No |
| State Street Corporation → STT | United States | $22.3bn | 0.042% | -0.023 pp | -0.015 pp | +4.0% | No |
| T. Rowe Price → TROW | United States | $25.7bn | 0.048% | -0.027 pp | -0.010 pp | +7.6% | No |
| Franklin Resources → BEN | United States | $11.8bn | 0.022% | -0.019 pp | -0.009 pp | -12.2% | No |
| Invesco → IVZ | United States | $6.7bn | 0.013% | -0.008 pp | -0.005 pp | -6.1% | No |
| Northern Trust → NTRS | United States | $17.2bn | 0.032% | -0.018 pp | -0.004 pp | +17.6% | No |
| BNY Mellon → BNY | United States | $44.8bn | 0.084% | -0.037 pp | +0.003 pp | +39.2% | No |
| Ameriprise Financial → AMP | United States | $42.4bn | 0.080% | -0.042 pp | -0.000 pp | +30.5% | 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.