Industry deep-dive
Drug Manufacturers - General
Every super-investor and insider move tracked across 16 tickers in this industry.
Tickers
16
Combined value
$160.57B
Insider net (30d)
−$846K
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest drug manufacturers - general books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Norges Bank Norway SWF | $38.93B |
| 2 | Wellington Management | $38.87B |
| 3 | T. Rowe Price | $32.87B |
| 4 | Ken Fisher Fisher Asset Mgmt | $16.93B |
| 5 | Dodge & Cox | $11.03B |
| 6 | AQR Capital Management | $5.22B |
| 7 | Jeremy Grantham GMO | $3.34B |
| 8 | Ken Griffin Citadel Advisors | $3.05B |
| 9 | Izzy Englander Millennium Mgmt | $1.98B |
| 10 | Bill Nygren Harris / Oakmark | $1.85B |
| 11 | D.E. Shaw & Co. | $1.37B |
| 12 | Steve Cohen Point72 | $1.24B |
Drug Manufacturers - General valuation
Per-ticker scatter · medians from 1 covered tickers
P/E TTM
1 tickers
27.2×
median multiple
27.2×Drug Manufacturers - General cohort28.2×
P/S TTM
1 tickers
5.9×
median multiple
5.9×Drug Manufacturers - General cohort6.9×
P/B TTM
1 tickers
7.0×
median multiple
7.0×Drug Manufacturers - General cohort8.0×
Gross margin
1 tickers
73.9%
median TTM
73.9%Drug Manufacturers - General cohort173.9%
Operating margin
1 tickers
26.7%
median TTM
26.7%Drug Manufacturers - General cohort126.7%
ROE
1 tickers
26.5%
median TTM
26.5%Drug Manufacturers - General cohort126.5%
ROIC
1 tickers
14.1%
median TTM
14.1%Drug Manufacturers - General cohort114.1%
Cohort detail · top 1 by data coverage
| Ticker | P/E | P/S | P/B |
|---|---|---|---|
| JNJ | 27.2× | 5.9× | 7.0× |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | LLY | LILLY ELI & CO | $51.79B |
| 2 | MRK | MERCK & CO INC | $23.40B |
| 3 | JNJ | JOHNSON & JOHNSON | $19.42B |
| 4 | GILD | GILEAD SCIENCES INC | $12.47B |
| 5 | ABBV | ABBVIE INC | $12.32B |
| 6 | AZN | ASTRAZENECA PLC | $9.72B |
| 7 | GSK | GSK PLC | $6.38B |
| 8 | PFE | PFIZER INC | $5.51B |
| 9 | BMY | BRISTOL-MYERS SQUIBB CO | $5.25B |
| 10 | SNY | SANOFI | $3.70B |
| 11 | AMGN | AMGEN INC | $3.55B |
| 12 | NVS | NOVARTIS AG | $2.54B |
| 13 | BIIB | BIOGEN INC | $2.42B |
| 14 | NVO | NOVO-NORDISK A S | $1.85B |
| 15 | OGN | ORGANON & CO | $137.7M |
| 16 | GRFS | GRIFOLS S A | $113.0M |