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 Banks1.61%+0.83 ppFinancial Exchanges & Data1.05%-0.16 ppConsumer Finance0.69%+0.08 ppLife & Health Insurance0.42%-0.08 ppTransaction & Payment Processing Services1.19%-0.07 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.69%-0.04 ppProperty & Casualty Insurance1.06%+0.03 ppDiversified Banks3.60%-0.02 ppRegional Banks0.32%-0.01 ppReinsurance0.04%-0.01 ppInvestment Banking & Brokerage1.16%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.61%
Industry change · 12M
+0.83 pp
Asset Management & Custody Banks · contribution
+0.832 pp
Company participation
91%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $158.8bn | 0.360% | +0.360 pp | +0.360 pp | +29.3% | Yes |
| KKR & Co. → KKR | United States | $131.4bn | 0.298% | +0.028 pp | +0.298 pp | +79.6% | Yes |
| Apollo Global Management → APO | United States | $93.5bn | 0.212% | +0.212 pp | +0.212 pp | +79.9% | Yes |
| Franklin Resources → BEN | United States | $10.6bn | 0.024% | -0.000 pp | -0.020 pp | -27.2% | No |
| T. Rowe Price → TROW | United States | $25.1bn | 0.057% | +0.001 pp | -0.015 pp | +9.7% | Yes |
| BNY Mellon → BNY | United States | $55.9bn | 0.127% | +0.003 pp | +0.007 pp | +51.9% | Yes |
| Invesco → IVZ | United States | $7.9bn | 0.018% | -0.001 pp | -0.006 pp | +3.0% | Yes |
| State Street Corporation → STT | United States | $28.8bn | 0.065% | +0.004 pp | -0.006 pp | +30.2% | Yes |
| Northern Trust → NTRS | United States | $20.3bn | 0.046% | +0.004 pp | -0.006 pp | +25.6% | Yes |
| Blackstone Inc. → BX | United States | $124.5bn | 0.282% | +0.026 pp | +0.005 pp | +35.1% | Yes |
| Ameriprise Financial → AMP | United States | $51.7bn | 0.117% | +0.010 pp | +0.003 pp | +42.1% | 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.