| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | ¤843,778 | US |
| V | Visa Inc. Class A | 67.4 | ¤600,659 | US |
| MA | Mastercard Incorporated Class A | 64.8 | ¤438,872 | US |
| BAC | Bank of America Corp | 58.2 | ¤380,377 | US |
| MS | Morgan Stanley | 53.4 | ¤305,762 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| KNSL | Kinsale Capital Group, Inc. | 65.8 | ¤7,002 | US |
| AXS | Axis Capital Holdings Limited | 70.9 | ¤7,326 | BM |
| AMG | Affiliated Managers Group, Inc. | 50.5 | ¤8,166 | US |
| PRI | Primerica, Inc. | 61.0 | ¤8,691 | US |
| COLB | Columbia Banking System, Inc. | 73.2 | ¤8,758 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | 32 | US |
| EWBC | East West Bancorp, Inc. | 69.6 | 31 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 58.2 | 27 | US |
| AXP | American Express Company | 58.6 | 25 | US |
| PNC | PNC Financial Services Group, Inc. | 60.7 | 25 | US |
| RF | Regions Financial Corporation | 62.9 | 25 | US |
| FITB | Fifth Third Bancorp | 48.2 | 24 | US |
| WTFC | Wintrust Financial Corporation | 69.4 | 24 | US |
| ONB | Old National Bancorp | 65.4 | 23 | US |
| UMBF | UMB Financial Corporation | 72.0 | 23 | US |
| Average Market Cap | ¤80,879 |
| Median Market Cap | ¤25,322 |
| Avg. 3 Mo. Dollar Vol. | ¤439,390,989 |
| Avg. 3 Mo. Trading Vol. | 4,237,807 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 19 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 12.8 |
| Forward P/E Ratio (12 Mo.) | 11.7 |
| Price/Book Ratio | 1.9 |
| Avg. Revenue Chg. - 3 Yr | 38.5% |
| Avg. Op. Income Chg. - 3 Yr. | 53.3% |
| Avg. EPS Growth - 3 Yr. | 15.7% |
| Avg. EPS Growth - 1 Yr. | 12.3% |
| Avg. Operating Margin | 24.1% |
| Avg. LT Debt to Total Capital | 37.1% |
| Avg. Return on Equity | 15.5% |
| Dividend Yield | 1.7% |
| US Financials Index | 60.48 |
| United States Of America | 86.25% |
| Bermuda | 5.0% |
| Canada | 3.75% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
| Germany | 1.25% |
