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 Health Care
Pharmaceuticals5.34%+1.80 ppHealth Care Equipment3.37%+1.57 ppBiotechnology2.48%+0.86 ppLife Sciences Tools & Services1.74%+0.81 ppManaged Health Care1.93%+0.64 ppHealth Care Services0.99%+0.61 ppHealth Care Distributors0.34%+0.11 ppHealth Care Facilities0.24%+0.08 ppHealth Care Supplies0.12%+0.05 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Pharmaceuticals
Pharmaceuticals · weight
5.34%
Industry change · 12M
+1.80 pp
Pharmaceuticals · contribution
+1.801 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 2019 · 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 |
|---|---|---|---|---|---|---|---|
| Johnson & Johnson → JNJ | United States | $347.5bn | 1.811% | -0.018 pp | +0.539 pp | -3.1% | No |
| Merck & Co. → MRK | United States | $211.7bn | 1.104% | +0.019 pp | +0.470 pp | +21.0% | No |
| Pfizer → PFE | United States | $201.4bn | 1.050% | -0.041 pp | +0.238 pp | -7.8% | No |
| Bristol Myers Squibb → BMY | United States | $93.5bn | 0.487% | +0.101 pp | +0.208 pp | +17.4% | Yes |
| Lilly (Eli) → LLY | United States | $109.4bn | 0.570% | +0.007 pp | +0.175 pp | +7.4% | No |
| Zoetis → ZTS | United States | $61.1bn | 0.318% | +0.026 pp | +0.171 pp | +43.0% | 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.