| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | ¤801,924 | US |
| V | Visa Inc. Class A | 67.4 | ¤617,258 | US |
| MA | Mastercard Incorporated Class A | 64.8 | ¤437,409 | US |
| BAC | Bank of America Corp | 59.0 | ¤362,636 | US |
| MS | Morgan Stanley | 52.2 | ¤317,995 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| AXS | Axis Capital Holdings Limited | 70.9 | ¤7,049 | BM |
| KNSL | Kinsale Capital Group, Inc. | 65.8 | ¤7,059 | US |
| AMG | Affiliated Managers Group, Inc. | 56.0 | ¤8,133 | US |
| PRI | Primerica, Inc. | 59.4 | ¤8,462 | US |
| WAL | Western Alliance Bancorp | 57.8 | ¤8,562 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | 32 | US |
| EWBC | East West Bancorp, Inc. | 71.8 | 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. | 60.3 | 25 | US |
| RF | Regions Financial Corporation | 62.6 | 25 | US |
| FITB | Fifth Third Bancorp | 48.2 | 24 | US |
| WTFC | Wintrust Financial Corporation | 70.1 | 24 | US |
| ONB | Old National Bancorp | 66.5 | 23 | US |
| UMBF | UMB Financial Corporation | 72.0 | 23 | US |
| Average Market Cap | ¤79,540 |
| Median Market Cap | ¤25,205 |
| Avg. 3 Mo. Dollar Vol. | ¤407,990,029 |
| Avg. 3 Mo. Trading Vol. | 3,958,824 |
| 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.) | 11.5 |
| Price/Book Ratio | 1.8 |
| Avg. Revenue Chg. - 3 Yr | 38.8% |
| Avg. Op. Income Chg. - 3 Yr. | 53.3% |
| Avg. EPS Growth - 3 Yr. | 15.5% |
| Avg. EPS Growth - 1 Yr. | 12.3% |
| Avg. Operating Margin | 24.3% |
| Avg. LT Debt to Total Capital | 38.1% |
| Avg. Return on Equity | 15.5% |
| Dividend Yield | 1.8% |
| US Financials Index | 60.62 |
| United States Of America | 85.0% |
| Bermuda | 5.0% |
| Canada | 3.75% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
| Germany | 1.25% |
