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
Universe›Health Care›Pharmaceuticals›Pharmaceuticals
Pharmaceuticals · weight
0.01%
Industry change · 12M
-5.80 pp
Pharmaceuticals · contribution
-5.800 pp
Company participation
14%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Johnson & Johnson →
JNJ
United States$391.9bn0.002%+0.001 pp-2.026 pp+16.6%No
Pfizer →
PFE
United States$201.3bn0.001%+0.000 pp-1.274 pp-4.4%No
Merck & Co. →
MRK
United States$194.4bn0.001%+0.000 pp-1.132 pp+4.8%No
Lilly (Eli) →
LLY
United States$146.3bn0.001%+0.000 pp-0.655 pp+34.7%No
Bristol Myers Squibb →
BMY
United States$135.1bn0.001%+0.000 pp-0.431 pp+36.0%No
Zoetis →
ZTS
United States$66.2bn0.000%+0.000 pp-0.281 pp+38.7%No
Viatris →
VTRS
United States$0.0bn0.000%+0.000 pp+0.000 pp+1.6%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.