| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 61.2 | ¤839,100 | US |
| V | Visa Inc. Class A | 66.6 | ¤593,473 | US |
| MA | Mastercard Incorporated Class A | 67.3 | ¤457,642 | US |
| BAC | Bank of America Corp | 54.6 | ¤382,876 | US |
| MS | Morgan Stanley | 60.4 | ¤291,118 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| AXS | Axis Capital Holdings Limited | 67.5 | ¤7,352 | BM |
| AMG | Affiliated Managers Group, Inc. | 67.9 | ¤8,091 | US |
| KNSL | Kinsale Capital Group, Inc. | 67.9 | ¤8,115 | US |
| PRI | Primerica, Inc. | 61.0 | ¤8,467 | US |
| WAL | Western Alliance Bancorp | 60.6 | ¤8,528 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 61.2 | 32 | US |
| EWBC | East West Bancorp, Inc. | 69.3 | 31 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 54.9 | 27 | US |
| AXP | American Express Company | 58.0 | 25 | US |
| PNC | PNC Financial Services Group, Inc. | 65.0 | 25 | US |
| RF | Regions Financial Corporation | 57.5 | 25 | US |
| FITB | Fifth Third Bancorp | 59.9 | 24 | US |
| WTFC | Wintrust Financial Corporation | 68.7 | 24 | US |
| ONB | Old National Bancorp | 62.9 | 23 | US |
| UMBF | UMB Financial Corporation | 68.3 | 23 | US |
| Average Market Cap | ¤80,913 |
| Median Market Cap | ¤26,261 |
| Avg. 3 Mo. Dollar Vol. | ¤457,090,769 |
| Avg. 3 Mo. Trading Vol. | 4,470,646 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 19 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.1 |
| Forward P/E Ratio (12 Mo.) | 12.1 |
| Price/Book Ratio | 1.8 |
| Avg. Revenue Chg. - 3 Yr | 44.1% |
| Avg. Op. Income Chg. - 3 Yr. | 44.3% |
| Avg. EPS Growth - 3 Yr. | 13.9% |
| Avg. EPS Growth - 1 Yr. | 15.6% |
| Avg. Operating Margin | 23.8% |
| Avg. LT Debt to Total Capital | 36.2% |
| Avg. Return on Equity | 15.2% |
| Dividend Yield | 1.8% |
| US Financials Index | 60.57 |
| United States Of America | 86.25% |
| Bermuda | 5.0% |
| Canada | 3.75% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
| Germany | 1.25% |
