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 Banks3.84%+1.23 ppAsset Management & Custody Banks1.47%+0.81 ppInvestment Banking & Brokerage1.38%+0.58 ppFinancial Exchanges & Data1.09%+0.32 ppProperty & Casualty Insurance1.09%+0.32 ppTransaction & Payment Processing Services1.08%+0.29 ppConsumer Finance0.71%+0.27 ppInsurance Brokers0.71%+0.19 ppRegional Banks0.31%+0.09 ppLife & Health Insurance0.38%+0.07 ppMulti-line Insurance0.17%+0.03 ppMulti-Sector Holdings0.00%+0.00 ppReinsurance0.03%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.47%
Industry change · 12M
+0.81 pp
Asset Management & Custody Banks · contribution
+0.812 pp
Company participation
36%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $162.6bn | 0.351% | +0.002 pp | +0.351 pp | +36.2% | Yes |
| Apollo Global Management → APO | United States | $81.1bn | 0.175% | -0.011 pp | +0.175 pp | +21.8% | No |
| KKR & Co. → KKR | United States | $118.5bn | 0.255% | +0.012 pp | +0.080 pp | +27.1% | No |
| Blackstone Inc. → BX | United States | $109.1bn | 0.235% | -0.007 pp | +0.069 pp | +24.1% | No |
| BNY Mellon → BNY | United States | $65.2bn | 0.141% | -0.002 pp | +0.057 pp | +56.0% | No |
| Ameriprise Financial → AMP | United States | $50.8bn | 0.110% | -0.001 pp | +0.030 pp | +26.5% | No |
| State Street Corporation → STT | United States | $30.3bn | 0.065% | +0.004 pp | +0.024 pp | +48.7% | Yes |
| Northern Trust → NTRS | United States | $24.7bn | 0.053% | +0.007 pp | +0.021 pp | +55.6% | Yes |
| Franklin Resources → BEN | United States | $12.5bn | 0.027% | +0.003 pp | +0.005 pp | +13.4% | Yes |
| Invesco → IVZ | United States | $7.1bn | 0.015% | -0.001 pp | +0.003 pp | +10.7% | No |
| T. Rowe Price → TROW | United States | $21.3bn | 0.046% | -0.003 pp | -0.002 pp | -12.1% | 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.