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 Banks0.96%+0.22 ppTransaction & Payment Processing Services1.12%-0.16 ppInsurance Brokers0.71%-0.12 ppInvestment Banking & Brokerage1.01%-0.10 ppConsumer Finance0.63%+0.09 ppProperty & Casualty Insurance1.14%+0.09 ppLife & Health Insurance0.45%-0.07 ppDiversified Banks3.31%-0.05 ppMulti-line Insurance0.17%-0.04 ppFinancial Exchanges & Data1.10%-0.04 ppReinsurance0.04%-0.01 ppRegional Banks0.32%+0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.96%
Industry change · 12M
+0.22 pp
Asset Management & Custody Banks · contribution
+0.222 pp
Company participation
89%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $115.9bn | 0.270% | +0.095 pp | +0.270 pp | +113.6% | Yes |
| T. Rowe Price → TROW | United States | $24.2bn | 0.056% | +0.008 pp | -0.022 pp | +8.7% | Yes |
| Franklin Resources → BEN | United States | $10.5bn | 0.025% | +0.002 pp | -0.016 pp | -13.7% | No |
| BNY Mellon → BNY | United States | $53.0bn | 0.123% | +0.039 pp | +0.013 pp | +74.1% | Yes |
| State Street Corporation → STT | United States | $26.4bn | 0.062% | +0.020 pp | -0.010 pp | +35.8% | Yes |
| Northern Trust → NTRS | United States | $18.2bn | 0.042% | +0.010 pp | -0.006 pp | +34.3% | Yes |
| Ameriprise Financial → AMP | United States | $46.1bn | 0.107% | +0.028 pp | -0.006 pp | +44.6% | Yes |
| Invesco → IVZ | United States | $7.9bn | 0.018% | +0.006 pp | -0.003 pp | +27.6% | Yes |
| Blackstone Inc. → BX | United States | $110.3bn | 0.257% | +0.091 pp | +0.003 pp | +47.1% | 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.