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 Banks0.70%+0.35 ppDiversified Banks2.61%+0.12 ppProperty & Casualty Insurance0.78%+0.11 ppTransaction & Payment Processing Services0.80%-0.11 ppConsumer Finance0.46%+0.06 ppInvestment Banking & Brokerage0.79%-0.04 ppLife & Health Insurance0.32%-0.02 ppFinancial Exchanges & Data0.79%+0.01 ppRegional Banks0.24%+0.01 ppInsurance Brokers0.54%+0.00 ppMulti-line Insurance0.14%+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
0.70%
Industry change · 12M
+0.35 pp
Asset Management & Custody Banks · contribution
+0.349 pp
Company participation
11%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $109.5bn | 0.196% | +0.196 pp | +0.196 pp | +109.7% | Yes |
| Blackstone Inc. → BX | United States | $101.6bn | 0.182% | -0.059 pp | +0.182 pp | +39.6% | No |
| T. Rowe Price → TROW | United States | $25.4bn | 0.046% | -0.025 pp | -0.015 pp | -3.1% | No |
| Franklin Resources → BEN | United States | $12.0bn | 0.021% | -0.013 pp | -0.010 pp | -17.9% | No |
| BNY Mellon → BNY | United States | $48.7bn | 0.087% | -0.036 pp | +0.009 pp | +48.2% | No |
| State Street Corporation → STT | United States | $25.6bn | 0.046% | -0.018 pp | -0.004 pp | +21.8% | No |
| Northern Trust → NTRS | United States | $18.1bn | 0.033% | -0.016 pp | -0.004 pp | +14.9% | No |
| Invesco → IVZ | United States | $7.8bn | 0.014% | -0.005 pp | -0.003 pp | +8.4% | No |
| Ameriprise Financial → AMP | United States | $42.7bn | 0.077% | -0.043 pp | -0.003 pp | +25.3% | 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.