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 Banks0.95%+0.46 ppDiversified Banks3.58%+0.30 ppProperty & Casualty Insurance1.17%+0.20 ppTransaction & Payment Processing Services1.14%-0.16 ppConsumer Finance0.63%+0.09 ppInsurance Brokers0.75%-0.07 ppInvestment Banking & Brokerage1.06%-0.05 ppLife & Health Insurance0.45%-0.04 ppRegional Banks0.33%+0.02 ppMulti-line Insurance0.19%-0.01 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.14%-0.01 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.95%
Industry change · 12M
+0.46 pp
Asset Management & Custody Banks · contribution
+0.463 pp
Company participation
78%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $109.8bn | 0.265% | +0.265 pp | +0.265 pp | +98.5% | Yes |
| Blackstone Inc. → BX | United States | $102.5bn | 0.248% | +0.083 pp | +0.248 pp | +37.8% | Yes |
| T. Rowe Price → TROW | United States | $23.6bn | 0.057% | +0.007 pp | -0.023 pp | -1.2% | No |
| Franklin Resources → BEN | United States | $10.6bn | 0.026% | +0.002 pp | -0.017 pp | -20.6% | No |
| BNY Mellon → BNY | United States | $50.3bn | 0.122% | +0.036 pp | +0.010 pp | +57.1% | Yes |
| State Street Corporation → STT | United States | $26.0bn | 0.063% | +0.019 pp | -0.007 pp | +31.5% | Yes |
| Northern Trust → NTRS | United States | $18.4bn | 0.044% | +0.011 pp | -0.006 pp | +24.5% | Yes |
| Invesco → IVZ | United States | $7.7bn | 0.019% | +0.005 pp | -0.004 pp | +13.3% | Yes |
| Ameriprise Financial → AMP | United States | $44.1bn | 0.107% | +0.024 pp | -0.004 pp | +35.1% | 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.