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 Banks1.03%+0.35 ppDiversified Banks3.51%+0.23 ppInsurance Brokers0.73%-0.13 ppConsumer Finance0.64%+0.11 ppLife & Health Insurance0.44%-0.08 ppInvestment Banking & Brokerage1.11%+0.08 ppTransaction & Payment Processing Services1.18%-0.06 ppFinancial Exchanges & Data1.07%-0.06 ppRegional Banks0.33%+0.05 ppMulti-line Insurance0.18%-0.04 ppReinsurance0.04%-0.02 ppProperty & Casualty Insurance1.11%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.03%
Industry change · 12M
+0.35 pp
Asset Management & Custody Banks · contribution
+0.346 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $122.7bn | 0.288% | +0.092 pp | +0.288 pp | +151.4% | Yes |
| Blackstone Inc. → BX | United States | $120.8bn | 0.284% | +0.102 pp | +0.061 pp | +86.3% | Yes |
| BNY Mellon → BNY | United States | $55.6bn | 0.131% | +0.043 pp | +0.018 pp | +82.5% | Yes |
| Franklin Resources → BEN | United States | $10.9bn | 0.026% | +0.004 pp | -0.013 pp | -4.1% | Yes |
| T. Rowe Price → TROW | United States | $24.5bn | 0.057% | +0.012 pp | -0.011 pp | +27.0% | Yes |
| Ameriprise Financial → AMP | United States | $50.1bn | 0.118% | +0.041 pp | +0.008 pp | +64.6% | Yes |
| State Street Corporation → STT | United States | $27.2bn | 0.064% | +0.018 pp | -0.004 pp | +48.8% | Yes |
| Invesco → IVZ | United States | $7.8bn | 0.018% | +0.004 pp | -0.002 pp | +41.1% | Yes |
| Northern Trust → NTRS | United States | $19.9bn | 0.047% | +0.014 pp | +0.000 pp | +58.1% | 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.