MarketGrader US Financials Index


Five Largest Companies
Symbol Name Grade Market Cap Country
JPM JPMorgan Chase & Co. 65.5 ¤734,708 US
BAC Bank of America Corp 50.6 ¤333,210 US
WFC Wells Fargo & Company 56.0 ¤242,469 US
AXP American Express Company 57.2 ¤206,940 US
GS Goldman Sachs Group, Inc. 44.6 ¤185,596 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
LNC Lincoln National Corp 42.7 ¤5,682 US
JHG Janus Henderson Group PLC 57.9 ¤5,836 GB
BOKF BOK Financial Corporation 57.6 ¤6,080 US
THG Hanover Insurance Group, Inc. 52.5 ¤6,256 US
MTG MGIC Investment Corporation 59.1 ¤6,297 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
JPM JPMorgan Chase & Co. 65.5 30 US
AFL Aflac Incorporated 38.9 29 US
BOKF BOK Financial Corporation 57.6 29 US
EWBC East West Bancorp, Inc. 72.0 29 US
UNM Unum Group 49.3 27 US
FCNCA First Citizens BancShares, Inc. Class A 61.6 25 US
RLI RLI Corp. 46.4 24 US
AXP American Express Company 57.2 23 US
PNC PNC Financial Services Group, Inc. 54.7 23 US
RF Regions Financial Corporation 63.5 23 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤56,659
Median Market Cap ¤20,878
Avg. 3 Mo. Dollar Vol. ¤373,294,896
Avg. 3 Mo. Trading Vol. 3,887,698
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.) 14.2
Forward P/E Ratio (12 Mo.) 11.6
Price/Book Ratio 1.9
Avg. Revenue Chg. - 3 Yr 50.3%
Avg. Op. Income Chg. - 3 Yr. 7.5%
Avg. EPS Growth - 3 Yr. 3.1%
Avg. EPS Growth - 1 Yr. 11.1%
Avg. Operating Margin 20.8%
Avg. LT Debt to Total Capital 38.5%
Avg. Return on Equity 15.3%
Dividend Yield 1.8%
Index Average Grade
US Financials Index 56.06
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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