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 Banks1.44%+0.72 ppDiversified Banks3.72%+0.30 ppInvestment Banking & Brokerage1.20%+0.13 ppConsumer Finance0.69%+0.13 ppFinancial Exchanges & Data1.08%-0.11 ppInsurance Brokers0.73%-0.09 ppTransaction & Payment Processing Services1.19%-0.07 ppLife & Health Insurance0.44%-0.06 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.17%-0.05 ppProperty & Casualty Insurance1.13%+0.04 ppReinsurance0.04%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.44%
Industry change · 12M
+0.72 pp
Asset Management & Custody Banks · contribution
+0.719 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| BlackRock → BLK | United States | $158.4bn | 0.350% | +0.350 pp | +0.350 pp | +39.6% | Yes |
| KKR & Co. → KKR | United States | $144.7bn | 0.319% | +0.054 pp | +0.319 pp | +116.1% | Yes |
| Blackstone Inc. → BX | United States | $138.0bn | 0.304% | +0.057 pp | +0.056 pp | +74.4% | Yes |
| BNY Mellon → BNY | United States | $59.5bn | 0.131% | +0.010 pp | +0.015 pp | +74.4% | Yes |
| Franklin Resources → BEN | United States | $11.9bn | 0.026% | +0.001 pp | -0.012 pp | -3.4% | Yes |
| Ameriprise Financial → AMP | United States | $55.7bn | 0.123% | +0.016 pp | +0.011 pp | +64.6% | Yes |
| T. Rowe Price → TROW | United States | $27.5bn | 0.061% | +0.004 pp | -0.009 pp | +29.4% | Yes |
| State Street Corporation → STT | United States | $28.9bn | 0.064% | +0.001 pp | -0.006 pp | +40.2% | Yes |
| Northern Trust → NTRS | United States | $22.0bn | 0.049% | +0.004 pp | -0.003 pp | +45.4% | Yes |
| Invesco → IVZ | United States | $8.1bn | 0.018% | -0.001 pp | -0.002 pp | +33.3% | 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.