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 Banks3.82%+1.21 ppAsset Management & Custody Banks1.55%+0.85 ppInvestment Banking & Brokerage1.40%+0.61 ppConsumer Finance0.78%+0.32 ppFinancial Exchanges & Data1.09%+0.29 ppProperty & Casualty Insurance1.00%+0.23 ppTransaction & Payment Processing Services0.99%+0.19 ppInsurance Brokers0.65%+0.12 ppRegional Banks0.31%+0.06 ppLife & Health Insurance0.36%+0.03 ppMulti-line Insurance0.15%+0.01 ppReinsurance0.03%-0.00 ppMulti-Sector Holdings0.00%+0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.55%
Industry change · 12M
+0.85 pp
Asset Management & Custody Banks · contribution
+0.846 pp
Company participation
73%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $171.3bn | 0.361% | +0.021 pp | +0.361 pp | +28.9% | Yes |
| Apollo Global Management → APO | United States | $83.0bn | 0.175% | -0.012 pp | +0.175 pp | +17.5% | No |
| Blackstone Inc. → BX | United States | $126.2bn | 0.266% | +0.035 pp | +0.084 pp | +24.2% | Yes |
| KKR & Co. → KKR | United States | $130.6bn | 0.275% | +0.032 pp | +0.079 pp | +19.4% | Yes |
| BNY Mellon → BNY | United States | $72.6bn | 0.153% | +0.015 pp | +0.066 pp | +59.6% | Yes |
| Ameriprise Financial → AMP | United States | $49.3bn | 0.104% | -0.005 pp | +0.027 pp | +22.0% | No |
| State Street Corporation → STT | United States | $31.7bn | 0.067% | +0.006 pp | +0.021 pp | +35.8% | Yes |
| Northern Trust → NTRS | United States | $24.9bn | 0.052% | +0.009 pp | +0.020 pp | +51.1% | Yes |
| Invesco → IVZ | United States | $9.4bn | 0.020% | +0.005 pp | +0.006 pp | +27.8% | Yes |
| Franklin Resources → BEN | United States | $12.6bn | 0.027% | +0.003 pp | +0.005 pp | +11.6% | Yes |
| T. Rowe Price → TROW | United States | $22.4bn | 0.047% | -0.000 pp | +0.002 pp | -6.7% | 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.