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 Banks3.54%-0.33 ppTransaction & Payment Processing Services0.68%-0.30 ppFinancial Exchanges & Data0.77%-0.27 ppAsset Management & Custody Banks1.30%-0.21 ppConsumer Finance0.63%-0.21 ppInsurance Brokers0.47%-0.20 ppProperty & Casualty Insurance0.87%-0.15 ppLife & Health Insurance0.33%-0.04 ppInvestment Banking & Brokerage1.44%+0.03 ppMulti-line Insurance0.13%-0.03 ppReinsurance0.02%-0.01 ppRegional Banks0.32%-0.00 ppMulti-Sector Holdings0.00%-0.00 pp
3 · Sub-industry
Inside Asset Management & Custody Banks
Asset Management & Custody Banks · weight
1.30%
Industry change · 12M
-0.21 pp
Asset Management & Custody Banks · contribution
-0.214 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $98.5bn | 0.164% | +0.015 pp | -0.094 pp | -20.8% | Yes |
| Blackstone Inc. → BX | United States | $107.5bn | 0.179% | +0.028 pp | -0.083 pp | -13.0% | Yes |
| BlackRock → BLK | United States | $179.0bn | 0.298% | +0.017 pp | -0.064 pp | +4.7% | Yes |
| BNY Mellon → BNY | United States | $109.4bn | 0.182% | +0.016 pp | +0.028 pp | +55.5% | Yes |
| Apollo Global Management → APO | United States | $80.7bn | 0.134% | +0.006 pp | -0.027 pp | +1.9% | Yes |
| Ares Management → ARES | United States | $14.8bn | 0.025% | +0.002 pp | +0.025 pp | -17.2% | Yes |
| State Street Corporation → STT | United States | $52.6bn | 0.088% | +0.013 pp | +0.020 pp | +70.7% | Yes |
| Ameriprise Financial → AMP | United States | $48.9bn | 0.081% | +0.012 pp | -0.019 pp | +8.9% | Yes |
| T. Rowe Price → TROW | United States | $23.7bn | 0.040% | +0.001 pp | -0.009 pp | +8.8% | Yes |
| Northern Trust → NTRS | United States | $33.9bn | 0.057% | +0.003 pp | +0.004 pp | +44.6% | Yes |
| Invesco → IVZ | United States | $14.5bn | 0.024% | +0.002 pp | +0.004 pp | +54.5% | Yes |
| Franklin Resources → BEN | United States | $17.4bn | 0.029% | +0.001 pp | +0.001 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.