| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 65.5 | ¤761,360 | US |
| BAC | Bank of America Corp | 49.9 | ¤339,386 | US |
| WFC | Wells Fargo & Company | 56.0 | ¤243,217 | US |
| AXP | American Express Company | 57.2 | ¤207,669 | US |
| GS | Goldman Sachs Group, Inc. | 43.9 | ¤194,918 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| LNC | Lincoln National Corp | 42.7 | ¤5,663 | US |
| HLNE | Hamilton Lane Incorporated Class A | 66.9 | ¤5,668 | US |
| JHG | Janus Henderson Group PLC | 57.9 | ¤5,773 | GB |
| BOKF | BOK Financial Corporation | 57.6 | ¤5,947 | US |
| THG | Hanover Insurance Group, Inc. | 52.5 | ¤5,995 | US |
| 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. | 71.2 | 29 | US |
| UNM | Unum Group | 49.3 | 27 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 61.3 | 25 | US |
| RLI | RLI Corp. | 46.4 | 24 | US |
| AXP | American Express Company | 57.2 | 23 | US |
| PNC | PNC Financial Services Group, Inc. | 53.9 | 23 | US |
| RF | Regions Financial Corporation | 63.5 | 23 | US |
| Average Market Cap | ¤57,118 |
| Median Market Cap | ¤21,590 |
| Avg. 3 Mo. Dollar Vol. | ¤357,133,027 |
| Avg. 3 Mo. Trading Vol. | 3,730,025 |
| Last Rebalance Date | 03/24/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 14.3 |
| Forward P/E Ratio (12 Mo.) | 11.4 |
| 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% |
| US Financials Index | 56.01 |
| United States Of America | 87.5% |
| Bermuda | 3.75% |
| Canada | 3.75% |
| Ireland | 2.5% |
| United Kingdom | 1.25% |
