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

1 · Sector

Weight and 12M allocation change

Information Technology27.3%+27.25 pp Health Care16.4%+16.43 pp Industrials12.2%+12.14 pp Consumer Discretionary7.3%+7.28 pp Consumer Staples7.1%+7.13 pp Communication Services4.4%+4.36 pp Materials3.3%+3.25 pp Real Estate3.2%+3.19 pp Utilities3.0%+3.01 pp Energy2.1%+2.14 pp Financials13.7%-86.17 pp

2 · Industry

Inside Health Care

Pharmaceuticals4.75%+4.74 pp Health Care Equipment3.24%+3.24 pp Biotechnology2.55%+2.55 pp Life Sciences Tools & Services2.21%+2.20 pp Managed Health Care1.98%+1.98 pp Health Care Services0.83%+0.83 pp Health Care Supplies0.31%+0.31 pp Health Care Distributors0.29%+0.29 pp Health Care Facilities0.28%+0.28 pp Health Care Technology0.00%+0.00 pp

3 · Sub-industry

Inside Pharmaceuticals

Pharmaceuticals4.75%+4.744 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Pharmaceuticals · weight

4.75%

Industry change · 12M

+4.74 pp

Pharmaceuticals · contribution

+4.744 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2021 · 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	$453.3bn	1.554%	+0.001 pp	+1.552 pp	+21.3%	Yes
Pfizer → PFE	United States	$239.6bn	0.822%	+0.040 pp	+0.821 pp	+22.0%	Yes
Lilly (Eli) → LLY	United States	$233.5bn	0.801%	+0.165 pp	+0.800 pp	+65.1%	Yes
Merck & Co. → MRK	United States	$194.6bn	0.667%	+0.015 pp	+0.666 pp	+3.7%	Yes
Bristol Myers Squibb → BMY	United States	$150.8bn	0.517%	+0.012 pp	+0.516 pp	+19.3%	Yes
Zoetis → ZTS	United States	$96.2bn	0.330%	+0.032 pp	+0.330 pp	+34.4%	Yes
Viatris → VTRS	United States	$17.0bn	0.058%	+0.000 pp	+0.058 pp	-12.0%	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.