MarketGrader US Financials Index


Five Largest Companies
Symbol Name Grade Market Cap Country
JPM JPMorgan Chase & Co. 62.0 ¤814,586 US
BAC Bank of America Corp 52.9 ¤366,496 US
WFC Wells Fargo & Company 56.6 ¤253,392 US
GS Goldman Sachs Group, Inc. 47.6 ¤224,586 US
AXP American Express Company 53.8 ¤222,098 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
THG Hanover Insurance Group, Inc. 63.1 ¤6,282 US
RLI RLI Corp. 56.5 ¤6,296 US
MTG MGIC Investment Corporation 54.4 ¤6,489 US
PB Prosperity Bancshares, Inc.(R) 53.4 ¤6,620 US
HLNE Hamilton Lane Incorporated Class A 63.9 ¤6,819 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JPM JPMorgan Chase & Co. 62.0 30 US
AFL Aflac Incorporated 42.8 29 US
BOKF BOK Financial Corporation 56.6 29 US
EWBC East West Bancorp, Inc. 66.6 29 US
UNM Unum Group 51.5 27 US
FCNCA First Citizens BancShares, Inc. Class A 62.3 25 US
RLI RLI Corp. 56.5 24 US
AXP American Express Company 53.8 23 US
PNC PNC Financial Services Group, Inc. 63.0 23 US
RF Regions Financial Corporation 67.8 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤62,369
Median Market Cap ¤24,872
Avg. 3 Mo. Dollar Vol. ¤392,253,196
Avg. 3 Mo. Trading Vol. 3,631,632
Last Rebalance Date 03/24/2025
Companies Replaced 23
Biggest Sector Increase Financials
Biggest Sector Decrease Financials

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 15.2
Forward P/E Ratio (12 Mo.) 12.6
Price/Book Ratio 2.1
Avg. Revenue Chg. - 3 Yr 53.0%
Avg. Op. Income Chg. - 3 Yr. 18.4%
Avg. EPS Growth - 3 Yr. 6.3%
Avg. EPS Growth - 1 Yr. 15.2%
Avg. Operating Margin 22.0%
Avg. LT Debt to Total Capital 37.6%
Avg. Return on Equity 14.8%
Dividend Yield 1.7%
Index Average Grade
US Financials Index 57.7
Country Breakdown
United States Of America 87.5%
Bermuda 3.75%
Canada 3.75%
Ireland 2.5%
United Kingdom 1.25%
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