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
Transaction & Payment Processing Services0.63%-0.46 ppFinancial Exchanges & Data0.69%-0.40 ppDiversified Banks3.53%-0.31 ppAsset Management & Custody Banks1.17%-0.31 ppInsurance Brokers0.45%-0.26 ppProperty & Casualty Insurance0.90%-0.20 ppLife & Health Insurance0.33%-0.05 ppConsumer Finance0.66%-0.05 ppInvestment Banking & Brokerage1.43%+0.05 ppRegional Banks0.35%+0.04 ppMulti-line Insurance0.13%-0.04 ppReinsurance0.02%-0.01 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.17%
Industry change · 12M
-0.31 pp
Asset Management & Custody Banks · contribution
-0.306 pp
Company participation
92%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $82.4bn | 0.143% | +0.023 pp | -0.112 pp | -30.5% | Yes |
| BlackRock → BLK | United States | $149.0bn | 0.259% | +0.042 pp | -0.092 pp | -6.4% | Yes |
| Blackstone Inc. → BX | United States | $87.4bn | 0.152% | +0.028 pp | -0.083 pp | -18.5% | Yes |
| Apollo Global Management → APO | United States | $68.2bn | 0.119% | +0.025 pp | -0.056 pp | -15.3% | Yes |
| Ameriprise Financial → AMP | United States | $41.2bn | 0.072% | +0.013 pp | -0.038 pp | -12.9% | Yes |
| BNY Mellon → BNY | United States | $99.3bn | 0.172% | +0.054 pp | +0.032 pp | +61.8% | Yes |
| Ares Management → ARES | United States | $11.5bn | 0.020% | +0.004 pp | +0.020 pp | -33.4% | No |
| State Street Corporation → STT | United States | $46.9bn | 0.082% | +0.030 pp | +0.016 pp | +64.0% | Yes |
| Invesco → IVZ | United States | $11.7bn | 0.020% | +0.005 pp | +0.005 pp | +73.2% | Yes |
| T. Rowe Price → TROW | United States | $24.4bn | 0.042% | +0.014 pp | -0.004 pp | +24.0% | Yes |
| Franklin Resources → BEN | United States | $17.3bn | 0.030% | +0.012 pp | +0.003 pp | +46.9% | Yes |
| Northern Trust → NTRS | United States | $32.2bn | 0.056% | +0.018 pp | +0.003 pp | +40.2% | 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.