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%+0.53 ppAsset Management & Custody Banks1.45%+0.49 ppInvestment Banking & Brokerage1.41%+0.40 ppTransaction & Payment Processing Services0.90%-0.21 ppConsumer Finance0.79%+0.16 ppFinancial Exchanges & Data0.94%-0.16 ppProperty & Casualty Insurance1.00%-0.13 ppLife & Health Insurance0.36%-0.09 ppInsurance Brokers0.64%-0.07 ppMulti-line Insurance0.15%-0.02 ppRegional Banks0.31%-0.01 ppReinsurance0.03%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.45%
Industry change · 12M
+0.49 pp
Asset Management & Custody Banks · contribution
+0.491 pp
Company participation
55%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $180.6bn | 0.362% | +0.011 pp | +0.362 pp | +25.3% | Yes |
| Apollo Global Management → APO | United States | $76.2bn | 0.153% | -0.022 pp | +0.153 pp | +8.1% | No |
| KKR & Co. → KKR | United States | $115.8bn | 0.232% | -0.024 pp | -0.038 pp | +0.1% | No |
| BNY Mellon → BNY | United States | $76.8bn | 0.154% | +0.013 pp | +0.030 pp | +55.2% | Yes |
| Ameriprise Financial → AMP | United States | $46.3bn | 0.093% | -0.017 pp | -0.015 pp | +5.8% | No |
| T. Rowe Price → TROW | United States | $22.6bn | 0.045% | -0.001 pp | -0.011 pp | -1.0% | No |
| Northern Trust → NTRS | United States | $25.7bn | 0.052% | -0.002 pp | +0.009 pp | +53.7% | Yes |
| Blackstone Inc. → BX | United States | $125.9bn | 0.252% | +0.017 pp | -0.005 pp | +14.6% | Yes |
| State Street Corporation → STT | United States | $32.9bn | 0.066% | +0.000 pp | +0.004 pp | +35.4% | Yes |
| Invesco → IVZ | United States | $10.2bn | 0.020% | +0.005 pp | +0.002 pp | +36.8% | Yes |
| Franklin Resources → BEN | United States | $12.0bn | 0.024% | -0.003 pp | -0.000 pp | +21.9% | 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.