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 Banks1.53%+0.78 ppInvestment Banking & Brokerage1.31%+0.22 ppDiversified Banks3.82%+0.14 ppTransaction & Payment Processing Services1.22%-0.07 ppLife & Health Insurance0.43%-0.05 ppFinancial Exchanges & Data1.11%-0.05 ppConsumer Finance0.70%+0.04 ppMulti-line Insurance0.17%-0.04 ppInsurance Brokers0.80%+0.04 ppReinsurance0.03%-0.01 ppProperty & Casualty Insurance1.13%-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
1.53%
Industry change · 12M
+0.78 pp
Asset Management & Custody Banks · contribution
+0.780 pp
Company participation
36%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $151.8bn | 0.339% | -0.010 pp | +0.339 pp | +23.4% | Yes |
| KKR & Co. → KKR | United States | $120.4bn | 0.269% | -0.050 pp | +0.269 pp | +38.8% | No |
| Apollo Global Management → APO | United States | $85.2bn | 0.190% | +0.190 pp | +0.190 pp | +35.4% | Yes |
| BNY Mellon → BNY | United States | $63.7bn | 0.142% | +0.011 pp | +0.021 pp | +62.8% | Yes |
| T. Rowe Price → TROW | United States | $23.5bn | 0.053% | -0.008 pp | -0.020 pp | -2.6% | No |
| Franklin Resources → BEN | United States | $10.6bn | 0.024% | -0.003 pp | -0.018 pp | -22.0% | No |
| Invesco → IVZ | United States | $7.8bn | 0.017% | -0.001 pp | -0.002 pp | +18.4% | No |
| Ameriprise Financial → AMP | United States | $51.6bn | 0.115% | -0.007 pp | -0.002 pp | +33.6% | No |
| Blackstone Inc. → BX | United States | $117.6bn | 0.263% | -0.042 pp | +0.001 pp | +29.4% | No |
| State Street Corporation → STT | United States | $28.6bn | 0.064% | +0.000 pp | +0.000 pp | +39.3% | No |
| Northern Trust → NTRS | United States | $21.6bn | 0.048% | -0.000 pp | +0.000 pp | +38.8% | 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.