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
Financial Exchanges & Data0.78%-0.31 ppTransaction & Payment Processing Services0.70%-0.29 ppAsset Management & Custody Banks1.28%-0.27 ppInsurance Brokers0.50%-0.15 ppConsumer Finance0.66%-0.12 ppDiversified Banks3.72%-0.10 ppInvestment Banking & Brokerage1.49%+0.09 ppProperty & Casualty Insurance0.93%-0.07 ppRegional Banks0.35%+0.05 ppMulti-line Insurance0.14%-0.02 ppReinsurance0.03%-0.00 ppLife & Health Insurance0.36%+0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.28%
Industry change · 12M
-0.27 pp
Asset Management & Custody Banks · contribution
-0.267 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $91.1bn | 0.159% | +0.033 pp | -0.116 pp | -30.3% | Yes |
| Blackstone Inc. → BX | United States | $94.9bn | 0.166% | +0.039 pp | -0.100 pp | -23.5% | Yes |
| BlackRock → BLK | United States | $168.9bn | 0.295% | +0.071 pp | -0.066 pp | +0.7% | Yes |
| Apollo Global Management → APO | United States | $72.4bn | 0.126% | +0.025 pp | -0.049 pp | -12.2% | Yes |
| BNY Mellon → BNY | United States | $106.1bn | 0.185% | +0.060 pp | +0.032 pp | +56.9% | Yes |
| Ares Management → ARES | United States | $13.2bn | 0.023% | +0.007 pp | +0.023 pp | -28.4% | Yes |
| State Street Corporation → STT | United States | $50.6bn | 0.088% | +0.031 pp | +0.021 pp | +69.0% | Yes |
| Ameriprise Financial → AMP | United States | $49.1bn | 0.086% | +0.027 pp | -0.018 pp | +6.7% | Yes |
| Northern Trust → NTRS | United States | $33.3bn | 0.058% | +0.016 pp | +0.006 pp | +43.3% | Yes |
| T. Rowe Price → TROW | United States | $23.8bn | 0.042% | +0.012 pp | -0.006 pp | +15.9% | Yes |
| Franklin Resources → BEN | United States | $17.2bn | 0.030% | +0.009 pp | +0.003 pp | +48.6% | Yes |
| Invesco → IVZ | United States | $13.1bn | 0.023% | +0.007 pp | +0.003 pp | +45.8% | 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.