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 Banks1.67%+0.92 ppDiversified Banks3.87%+0.19 ppInvestment Banking & Brokerage1.26%+0.15 ppFinancial Exchanges & Data1.08%-0.14 ppConsumer Finance0.73%+0.09 ppProperty & Casualty Insurance1.05%-0.09 ppTransaction & Payment Processing Services1.23%-0.08 ppLife & Health Insurance0.43%-0.08 ppMulti-line Insurance0.17%-0.05 ppInsurance Brokers0.70%-0.05 ppReinsurance0.03%-0.02 ppRegional Banks0.33%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.67%
Industry change · 12M
+0.92 pp
Asset Management & Custody Banks · contribution
+0.917 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $166.6bn | 0.370% | +0.370 pp | +0.370 pp | +42.2% | Yes |
| KKR & Co. → KKR | United States | $148.4bn | 0.330% | +0.042 pp | +0.330 pp | +94.2% | Yes |
| Apollo Global Management → APO | United States | $96.7bn | 0.215% | +0.215 pp | +0.215 pp | +72.8% | Yes |
| Blackstone Inc. → BX | United States | $127.9bn | 0.284% | +0.000 pp | +0.021 pp | +46.0% | Yes |
| Franklin Resources → BEN | United States | $11.7bn | 0.026% | +0.000 pp | -0.016 pp | -11.7% | Yes |
| T. Rowe Price → TROW | United States | $26.0bn | 0.058% | +0.000 pp | -0.014 pp | +12.6% | Yes |
| BNY Mellon → BNY | United States | $62.5bn | 0.139% | +0.008 pp | +0.012 pp | +59.1% | Yes |
| Invesco → IVZ | United States | $8.6bn | 0.019% | +0.001 pp | -0.002 pp | +27.7% | Yes |
| State Street Corporation → STT | United States | $29.8bn | 0.066% | +0.002 pp | -0.002 pp | +42.4% | Yes |
| Ameriprise Financial → AMP | United States | $52.7bn | 0.117% | -0.001 pp | +0.001 pp | +42.4% | Yes |
| Northern Trust → NTRS | United States | $22.3bn | 0.049% | +0.003 pp | +0.000 pp | +45.8% | 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.