| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 66.3 | ¤811,288 | US |
| V | Visa Inc. Class A | 59.5 | ¤627,785 | US |
| MA | Mastercard Incorporated Class A | 64.4 | ¤485,277 | US |
| BAC | Bank of America Corp | 56.7 | ¤376,517 | US |
| WFC | Wells Fargo & Company | 70.1 | ¤260,889 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| PNFP | Pinnacle Financial Partners, Inc. | 62.6 | ¤6,991 | US |
| OMF | OneMain Holdings, Inc. | 67.4 | ¤7,039 | US |
| CBSH | Commerce Bancshares, Inc. | 63.0 | ¤7,195 | US |
| ZION | Zions Bancorporation NA | 65.8 | ¤7,695 | US |
| AXS | Axis Capital Holdings Limited | 71.0 | ¤7,772 | BM |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 66.3 | 31 | US |
| EWBC | East West Bancorp, Inc. | 70.9 | 30 | US |
| UNM | Unum Group | 39.5 | 28 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 60.9 | 26 | US |
| AXP | American Express Company | 63.6 | 24 | US |
| PNC | PNC Financial Services Group, Inc. | 58.4 | 24 | US |
| RF | Regions Financial Corporation | 66.6 | 24 | US |
| FITB | Fifth Third Bancorp | 61.4 | 23 | US |
| WTFC | Wintrust Financial Corporation | 68.6 | 23 | US |
| CMA | Comerica Incorporated | 54.5 | 22 | US |
| Average Market Cap | ¤74,641 |
| Median Market Cap | ¤26,433 |
| Avg. 3 Mo. Dollar Vol. | ¤470,571,489 |
| Avg. 3 Mo. Trading Vol. | 4,930,826 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.7 |
| Forward P/E Ratio (12 Mo.) | 12.2 |
| Price/Book Ratio | 1.9 |
| Avg. Revenue Chg. - 3 Yr | 45.7% |
| Avg. Op. Income Chg. - 3 Yr. | 30.1% |
| Avg. EPS Growth - 3 Yr. | 9.4% |
| Avg. EPS Growth - 1 Yr. | 16.6% |
| Avg. Operating Margin | 22.8% |
| Avg. LT Debt to Total Capital | 36.3% |
| Avg. Return on Equity | 15.4% |
| Dividend Yield | 1.5% |
| US Financials Index | 59.54 |
| United States Of America | 90.0% |
| Bermuda | 3.75% |
| Canada | 2.5% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
