| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 66.0 | ¤891,185 | US |
| V | Visa Inc. Class A | 61.3 | ¤759,084 | US |
| MA | Mastercard Incorporated Class A | 65.2 | ¤543,494 | US |
| BAC | Bank of America Corp | 61.8 | ¤350,566 | US |
| MS | Morgan Stanley | 51.3 | ¤283,331 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| EVR | Evercore Inc. Class A | 69.6 | ¤9,695 | US |
| WTFC | Wintrust Financial Corporation | 67.5 | ¤9,869 | US |
| SSB | SouthState Bank Corporation | 69.9 | ¤9,952 | US |
| SF | Stifel Financial Corp | 57.5 | ¤10,091 | US |
| UMBF | UMB Financial Corporation | 72.5 | ¤10,108 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 66.0 | 33 | US |
| EWBC | East West Bancorp, Inc. | 67.3 | 32 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 61.6 | 28 | US |
| AXP | American Express Company | 59.6 | 26 | US |
| PNC | PNC Financial Services Group, Inc. | 69.2 | 26 | US |
| RF | Regions Financial Corporation | 56.8 | 26 | US |
| FITB | Fifth Third Bancorp | 55.0 | 25 | US |
| WTFC | Wintrust Financial Corporation | 67.5 | 25 | US |
| UMBF | UMB Financial Corporation | 72.5 | 24 | US |
| SYF | Synchrony Financial | 64.2 | 23 | US |
| Average Market Cap | ¤92,034 |
| Median Market Cap | ¤36,944 |
| Avg. 3 Mo. Dollar Vol. | ¤449,779,773 |
| Avg. 3 Mo. Trading Vol. | 3,653,766 |
| Last Rebalance Date | 09/21/2026 |
| Companies Replaced | 19 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.5 |
| Forward P/E Ratio (12 Mo.) | 11.5 |
| Price/Book Ratio | 2.1 |
| Avg. Revenue Chg. - 3 Yr | 30.2% |
| Avg. Op. Income Chg. - 3 Yr. | 58.9% |
| Avg. EPS Growth - 3 Yr. | 17.6% |
| Avg. EPS Growth - 1 Yr. | 8.7% |
| Avg. Operating Margin | 23.5% |
| Avg. LT Debt to Total Capital | 41.5% |
| Avg. Return on Equity | 15.8% |
| Dividend Yield | 1.7% |
| US Financials Index | 57.41 |
| United States Of America | 83.75% |
| Canada | 6.25% |
| Bermuda | 3.75% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
| Germany | 1.25% |
| United Kingdom | 1.25% |
