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 Banks1.51%+0.56 ppInvestment Banking & Brokerage1.40%+0.35 ppDiversified Banks3.86%+0.28 ppConsumer Finance0.84%+0.21 ppTransaction & Payment Processing Services0.98%-0.16 ppProperty & Casualty Insurance1.02%-0.15 ppFinancial Exchanges & Data1.05%-0.09 ppInsurance Brokers0.67%-0.08 ppLife & Health Insurance0.37%-0.08 ppMulti-line Insurance0.16%-0.03 ppReinsurance0.03%-0.01 ppRegional Banks0.32%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.51%
Industry change · 12M
+0.56 pp
Asset Management & Custody Banks · contribution
+0.565 pp
Company participation
82%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $174.6bn | 0.362% | +0.018 pp | +0.362 pp | +27.7% | Yes |
| Apollo Global Management → APO | United States | $77.9bn | 0.162% | -0.008 pp | +0.162 pp | +19.2% | No |
| BNY Mellon → BNY | United States | $74.5bn | 0.154% | +0.011 pp | +0.033 pp | +58.4% | Yes |
| Blackstone Inc. → BX | United States | $126.3bn | 0.262% | +0.032 pp | +0.014 pp | +23.7% | Yes |
| T. Rowe Price → TROW | United States | $23.6bn | 0.049% | +0.002 pp | -0.008 pp | +6.7% | Yes |
| KKR & Co. → KKR | United States | $124.3bn | 0.258% | +0.013 pp | -0.008 pp | +13.3% | Yes |
| Northern Trust → NTRS | United States | $25.1bn | 0.052% | +0.005 pp | +0.008 pp | +48.3% | Yes |
| Ameriprise Financial → AMP | United States | $48.5bn | 0.101% | -0.009 pp | -0.006 pp | +15.9% | No |
| State Street Corporation → STT | United States | $32.6bn | 0.068% | +0.005 pp | +0.005 pp | +36.3% | Yes |
| Franklin Resources → BEN | United States | $13.3bn | 0.028% | +0.002 pp | +0.002 pp | +34.8% | Yes |
| Invesco → IVZ | United States | $9.8bn | 0.020% | +0.006 pp | +0.002 pp | +34.1% | Yes |
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.