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 Banks1.47%+0.71 ppDiversified Banks3.71%-0.15 ppInvestment Banking & Brokerage1.26%+0.12 ppInsurance Brokers0.86%+0.10 ppProperty & Casualty Insurance1.24%+0.07 ppTransaction & Payment Processing Services1.24%-0.06 ppLife & Health Insurance0.44%-0.05 ppMulti-line Insurance0.19%-0.03 ppRegional Banks0.31%-0.02 ppReinsurance0.04%-0.01 ppConsumer Finance0.66%-0.00 ppFinancial Exchanges & Data1.14%+0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.47%
Industry change · 12M
+0.71 pp
Asset Management & Custody Banks · contribution
+0.714 pp
Company participation
27%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $146.9bn | 0.349% | -0.011 pp | +0.349 pp | +16.2% | Yes |
| KKR & Co. → KKR | United States | $102.7bn | 0.244% | -0.054 pp | +0.244 pp | +15.6% | No |
| Apollo Global Management → APO | United States | $78.1bn | 0.185% | -0.026 pp | +0.185 pp | +23.5% | Yes |
| T. Rowe Price → TROW | United States | $20.5bn | 0.049% | -0.008 pp | -0.027 pp | -21.0% | No |
| BNY Mellon → BNY | United States | $60.1bn | 0.143% | +0.016 pp | +0.022 pp | +49.5% | Yes |
| Blackstone Inc. → BX | United States | $102.0bn | 0.242% | -0.040 pp | -0.018 pp | +9.2% | No |
| Franklin Resources → BEN | United States | $10.1bn | 0.024% | -0.000 pp | -0.017 pp | -27.2% | No |
| Ameriprise Financial → AMP | United States | $46.5bn | 0.110% | -0.007 pp | -0.011 pp | +11.9% | No |
| Northern Trust → NTRS | United States | $19.3bn | 0.046% | -0.000 pp | -0.005 pp | +14.6% | No |
| Invesco → IVZ | United States | $6.8bn | 0.016% | -0.002 pp | -0.005 pp | -4.0% | No |
| State Street Corporation → STT | United States | $25.8bn | 0.061% | -0.004 pp | -0.003 pp | +18.8% | No |
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.