| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | ¤898,895 | US |
| V | Visa Inc. Class A | 67.2 | ¤656,052 | US |
| MA | Mastercard Incorporated Class A | 64.8 | ¤462,291 | US |
| BAC | Bank of America Corp | 55.2 | ¤420,473 | US |
| MS | Morgan Stanley | 51.8 | ¤350,361 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| KNSL | Kinsale Capital Group, Inc. | 65.6 | ¤7,809 | US |
| AXS | Axis Capital Holdings Limited | 70.2 | ¤8,288 | BM |
| WAL | Western Alliance Bancorp | 57.4 | ¤8,736 | US |
| COLB | Columbia Banking System, Inc. | 72.9 | ¤9,212 | US |
| HLI | Houlihan Lokey, Inc. Class A | 54.3 | ¤9,488 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.6 | 32 | US |
| EWBC | East West Bancorp, Inc. | 70.3 | 31 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 57.8 | 27 | US |
| AXP | American Express Company | 57.9 | 25 | US |
| PNC | PNC Financial Services Group, Inc. | 58.9 | 25 | US |
| RF | Regions Financial Corporation | 61.9 | 25 | US |
| FITB | Fifth Third Bancorp | 46.7 | 24 | US |
| WTFC | Wintrust Financial Corporation | 68.5 | 24 | US |
| ONB | Old National Bancorp | 64.7 | 23 | US |
| UMBF | UMB Financial Corporation | 70.3 | 23 | US |
| Average Market Cap | ¤87,046 |
| Median Market Cap | ¤27,137 |
| Avg. 3 Mo. Dollar Vol. | ¤429,303,996 |
| Avg. 3 Mo. Trading Vol. | 3,838,774 |
| Last Rebalance Date | 03/23/2026 |
| Companies Replaced | 19 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 14.1 |
| Forward P/E Ratio (12 Mo.) | 12.7 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 36.9% |
| Avg. Op. Income Chg. - 3 Yr. | 53.3% |
| Avg. EPS Growth - 3 Yr. | 15.5% |
| Avg. EPS Growth - 1 Yr. | 11.7% |
| Avg. Operating Margin | 24.3% |
| Avg. LT Debt to Total Capital | 38.1% |
| Avg. Return on Equity | 15.4% |
| Dividend Yield | 1.7% |
| US Financials Index | 59.63 |
| United States Of America | 85.0% |
| Bermuda | 5.0% |
| Canada | 3.75% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
| Germany | 1.25% |
