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 Banks2.64%-1.01 ppTransaction & Payment Processing Services0.50%-0.68 ppProperty & Casualty Insurance0.66%-0.56 ppFinancial Exchanges & Data0.60%-0.52 ppAsset Management & Custody Banks0.94%-0.50 ppInsurance Brokers0.33%-0.46 ppInvestment Banking & Brokerage1.05%-0.23 ppLife & Health Insurance0.24%-0.18 ppConsumer Finance0.50%-0.17 ppMulti-line Insurance0.10%-0.08 ppRegional Banks0.26%-0.04 ppReinsurance0.02%-0.02 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
0.94%
Industry change · 12M
-0.50 pp
Asset Management & Custody Banks · contribution
-0.496 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2026 · 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 |
|---|---|---|---|---|---|---|---|
| KKR & Co. → KKR | United States | $93.0bn | 0.126% | -0.069 pp | -0.118 pp | -8.1% | No |
| BlackRock → BLK | United States | $165.1bn | 0.224% | -0.108 pp | -0.117 pp | +19.0% | No |
| Blackstone Inc. → BX | United States | $93.2bn | 0.126% | -0.075 pp | -0.104 pp | -2.1% | No |
| Apollo Global Management → APO | United States | $74.4bn | 0.101% | -0.048 pp | -0.086 pp | -4.2% | No |
| Ameriprise Financial → AMP | United States | $43.3bn | 0.059% | -0.035 pp | -0.050 pp | +2.1% | No |
| T. Rowe Price → TROW | United States | $22.0bn | 0.030% | -0.014 pp | -0.017 pp | +22.5% | No |
| Ares Management → ARES | United States | $12.1bn | 0.016% | -0.013 pp | +0.016 pp | -20.5% | No |
| BNY Mellon → BNY | United States | $92.3bn | 0.125% | -0.035 pp | -0.013 pp | +70.4% | No |
| State Street Corporation → STT | United States | $42.3bn | 0.057% | -0.013 pp | -0.004 pp | +78.3% | No |
| Franklin Resources → BEN | United States | $15.6bn | 0.021% | -0.005 pp | -0.003 pp | +68.9% | No |
| Northern Trust → NTRS | United States | $30.8bn | 0.042% | -0.012 pp | -0.002 pp | +81.5% | No |
| Invesco → IVZ | United States | $11.6bn | 0.016% | -0.007 pp | +0.001 pp | +95.9% | 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.