| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 62.0 | ¤825,642 | US |
| V | Visa Inc. Class A | 66.3 | ¤603,632 | US |
| MA | Mastercard Incorporated Class A | 67.3 | ¤459,078 | US |
| BAC | Bank of America Corp | 54.6 | ¤377,212 | US |
| WFC | Wells Fargo & Company | 60.4 | ¤266,291 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| HQY | HealthEquity Inc | 53.0 | ¤6,612 | US |
| OMF | OneMain Holdings, Inc. | 60.6 | ¤6,774 | US |
| MORN | Morningstar, Inc. | 62.2 | ¤7,217 | US |
| CBSH | Commerce Bancshares, Inc. | 62.1 | ¤7,833 | US |
| AXS | Axis Capital Holdings Limited | 63.3 | ¤8,059 | BM |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 62.0 | 31 | US |
| EWBC | East West Bancorp, Inc. | 69.7 | 30 | US |
| UNM | Unum Group | 34.0 | 28 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 54.9 | 26 | US |
| AXP | American Express Company | 58.7 | 24 | US |
| PNC | PNC Financial Services Group, Inc. | 65.0 | 24 | US |
| RF | Regions Financial Corporation | 57.5 | 24 | US |
| FITB | Fifth Third Bancorp | 61.7 | 23 | US |
| WTFC | Wintrust Financial Corporation | 70.4 | 23 | US |
| ONB | Old National Bancorp | 61.8 | 22 | US |
| Average Market Cap | ¤76,044 |
| Median Market Cap | ¤26,036 |
| Avg. 3 Mo. Dollar Vol. | ¤468,905,491 |
| Avg. 3 Mo. Trading Vol. | 4,474,012 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.8 |
| Forward P/E Ratio (12 Mo.) | 12.6 |
| Price/Book Ratio | 1.9 |
| Avg. Revenue Chg. - 3 Yr | 41.7% |
| Avg. Op. Income Chg. - 3 Yr. | 38.5% |
| Avg. EPS Growth - 3 Yr. | 12.0% |
| Avg. EPS Growth - 1 Yr. | 15.4% |
| Avg. Operating Margin | 24.5% |
| Avg. LT Debt to Total Capital | 34.1% |
| Avg. Return on Equity | 15.9% |
| Dividend Yield | 1.5% |
| US Financials Index | 59.5 |
| United States Of America | 87.5% |
| Bermuda | 3.75% |
| Canada | 2.5% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
