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
Diversified Banks3.71%+1.04 ppAsset Management & Custody Banks1.44%+0.94 ppInvestment Banking & Brokerage1.31%+0.50 ppProperty & Casualty Insurance1.20%+0.38 ppFinancial Exchanges & Data1.11%+0.35 ppTransaction & Payment Processing Services1.13%+0.30 ppInsurance Brokers0.79%+0.27 ppConsumer Finance0.68%+0.22 ppRegional Banks0.30%+0.07 ppLife & Health Insurance0.39%+0.06 ppMulti-line Insurance0.18%+0.03 ppReinsurance0.03%+0.00 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
+0.94 pp
Asset Management & Custody Banks · contribution
+0.941 pp
Company participation
27%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | 0.344% | +0.004 pp | +0.344 pp | +29.9% | No |
| KKR & Co. → KKR | United States | $108.2bn | 0.245% | -0.024 pp | +0.245 pp | +18.8% | No |
| Apollo Global Management → APO | United States | $74.7bn | 0.169% | -0.021 pp | +0.169 pp | +14.0% | No |
| Blackstone Inc. → BX | United States | $101.2bn | 0.229% | -0.033 pp | +0.065 pp | +18.2% | No |
| BNY Mellon → BNY | United States | $63.4bn | 0.144% | +0.001 pp | +0.058 pp | +52.5% | Yes |
| Ameriprise Financial → AMP | United States | $48.5bn | 0.110% | -0.006 pp | +0.027 pp | +18.1% | No |
| State Street Corporation → STT | United States | $27.5bn | 0.062% | -0.002 pp | +0.019 pp | +31.8% | No |
| Northern Trust → NTRS | United States | $20.8bn | 0.047% | -0.001 pp | +0.014 pp | +30.9% | Yes |
| T. Rowe Price → TROW | United States | $20.6bn | 0.047% | -0.006 pp | -0.004 pp | -16.8% | No |
| Franklin Resources → BEN | United States | $11.4bn | 0.026% | +0.002 pp | +0.002 pp | -2.5% | Yes |
| Invesco → IVZ | United States | $6.5bn | 0.015% | -0.003 pp | +0.001 pp | -3.4% | 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.