| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 65.6 | ¤910,895 | US |
| V | Visa Inc. Class A | 58.4 | ¤683,739 | US |
| MA | Mastercard Incorporated Class A | 64.4 | ¤521,143 | US |
| BAC | Bank of America Corp | 53.8 | ¤418,068 | US |
| WFC | Wells Fargo & Company | 68.2 | ¤302,576 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| AXS | Axis Capital Holdings Limited | 70.4 | ¤7,940 | BM |
| CBSH | Commerce Bancshares, Inc. | 60.0 | ¤8,014 | US |
| HQY | HealthEquity Inc | 52.3 | ¤8,155 | US |
| PRI | Primerica, Inc. | 59.1 | ¤8,324 | US |
| OMF | OneMain Holdings, Inc. | 66.6 | ¤8,403 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 65.6 | 31 | US |
| EWBC | East West Bancorp, Inc. | 69.6 | 30 | US |
| UNM | Unum Group | 39.5 | 28 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 59.8 | 26 | US |
| AXP | American Express Company | 62.8 | 24 | US |
| PNC | PNC Financial Services Group, Inc. | 56.5 | 24 | US |
| RF | Regions Financial Corporation | 64.9 | 24 | US |
| FITB | Fifth Third Bancorp | 57.9 | 23 | US |
| WTFC | Wintrust Financial Corporation | 67.3 | 23 | US |
| CMA | Comerica Incorporated | 52.8 | 22 | US |
| Average Market Cap | ¤82,357 |
| Median Market Cap | ¤27,235 |
| Avg. 3 Mo. Dollar Vol. | ¤434,802,198 |
| Avg. 3 Mo. Trading Vol. | 4,437,465 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 14.7 |
| Forward P/E Ratio (12 Mo.) | 13.4 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 45.7% |
| Avg. Op. Income Chg. - 3 Yr. | 30.1% |
| Avg. EPS Growth - 3 Yr. | 9.0% |
| Avg. EPS Growth - 1 Yr. | 16.2% |
| Avg. Operating Margin | 22.8% |
| Avg. LT Debt to Total Capital | 36.3% |
| Avg. Return on Equity | 15.4% |
| Dividend Yield | 1.6% |
| US Financials Index | 59.58 |
| United States Of America | 90.0% |
| Bermuda | 3.75% |
| Canada | 2.5% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
