| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 69.8 | ¤962,587 | US |
| V | Visa Inc. Class A | 62.2 | ¤688,081 | US |
| MA | Mastercard Incorporated Class A | 65.9 | ¤504,325 | US |
| BAC | Bank of America Corp | 59.5 | ¤442,291 | US |
| MS | Morgan Stanley | 53.2 | ¤344,273 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| AXS | Axis Capital Holdings Limited | 70.1 | ¤7,607 | BM |
| KNSL | Kinsale Capital Group, Inc. | 70.2 | ¤8,450 | US |
| COLB | Columbia Banking System, Inc. | 69.9 | ¤8,866 | US |
| HLI | Houlihan Lokey, Inc. Class A | 53.6 | ¤8,960 | US |
| FCFS | FirstCash Holdings, Inc. | 61.6 | ¤9,020 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 69.8 | 32 | US |
| EWBC | East West Bancorp, Inc. | 65.3 | 31 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 63.3 | 27 | US |
| AXP | American Express Company | 59.6 | 25 | US |
| PNC | PNC Financial Services Group, Inc. | 65.4 | 25 | US |
| RF | Regions Financial Corporation | 58.3 | 25 | US |
| FITB | Fifth Third Bancorp | 49.7 | 24 | US |
| WTFC | Wintrust Financial Corporation | 65.1 | 24 | US |
| ONB | Old National Bancorp | 66.1 | 23 | US |
| UMBF | UMB Financial Corporation | 71.3 | 23 | US |
| Average Market Cap | ¤90,015 |
| Median Market Cap | ¤27,287 |
| Avg. 3 Mo. Dollar Vol. | ¤437,077,526 |
| Avg. 3 Mo. Trading Vol. | 3,813,178 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 19 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.6 |
| Forward P/E Ratio (12 Mo.) | 12.6 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 33.5% |
| Avg. Op. Income Chg. - 3 Yr. | 46.6% |
| Avg. EPS Growth - 3 Yr. | 15.9% |
| Avg. EPS Growth - 1 Yr. | 9.7% |
| Avg. Operating Margin | 24.3% |
| Avg. LT Debt to Total Capital | 39.4% |
| Avg. Return on Equity | 15.8% |
| Dividend Yield | 1.6% |
| US Financials Index | 59.57 |
| United States Of America | 85.0% |
| Bermuda | 5.0% |
| Canada | 3.75% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
| Germany | 1.25% |
