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 Banks3.65%-0.24 ppTransaction & Payment Processing Services1.18%-0.11 ppInvestment Banking & Brokerage1.28%+0.10 ppLife & Health Insurance0.42%-0.06 ppInsurance Brokers0.80%+0.04 ppMulti-line Insurance0.18%-0.04 ppRegional Banks0.30%-0.04 ppConsumer Finance0.66%-0.04 ppProperty & Casualty Insurance1.22%+0.03 ppReinsurance0.04%-0.01 ppFinancial Exchanges & Data1.12%+0.01 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
18%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $141.9bn | 0.341% | -0.030 pp | +0.341 pp | +24.0% | No |
| KKR & Co. → KKR | United States | $101.5bn | 0.244% | -0.086 pp | +0.244 pp | +23.5% | No |
| Apollo Global Management → APO | United States | $77.9bn | 0.187% | -0.028 pp | +0.187 pp | +27.7% | Yes |
| T. Rowe Price → TROW | United States | $19.7bn | 0.047% | -0.010 pp | -0.024 pp | -15.3% | No |
| BNY Mellon → BNY | United States | $57.6bn | 0.138% | -0.001 pp | +0.015 pp | +46.0% | Yes |
| Franklin Resources → BEN | United States | $9.9bn | 0.024% | -0.002 pp | -0.011 pp | -12.7% | No |
| Ameriprise Financial → AMP | United States | $45.3bn | 0.109% | -0.008 pp | -0.011 pp | +15.9% | No |
| Blackstone Inc. → BX | United States | $96.1bn | 0.231% | -0.054 pp | -0.011 pp | +16.0% | No |
| Northern Trust → NTRS | United States | $18.3bn | 0.044% | -0.006 pp | -0.005 pp | +17.8% | No |
| Invesco → IVZ | United States | $6.2bn | 0.015% | -0.004 pp | -0.003 pp | +3.2% | No |
| State Street Corporation → STT | United States | $25.4bn | 0.061% | -0.005 pp | -0.002 pp | +25.8% | 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.