| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.3 | ¤823,278 | US |
| BAC | Bank of America Corp | 54.8 | ¤350,126 | US |
| WFC | Wells Fargo & Company | 59.0 | ¤262,384 | US |
| GS | Goldman Sachs Group, Inc. | 43.4 | ¤222,027 | US |
| BX | Blackstone Inc. | 60.9 | ¤211,138 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| MTG | MGIC Investment Corporation | 55.1 | ¤5,971 | US |
| RLI | RLI Corp. | 57.4 | ¤6,060 | US |
| THG | Hanover Insurance Group, Inc. | 59.3 | ¤6,139 | US |
| PB | Prosperity Bancshares, Inc.(R) | 55.4 | ¤6,347 | US |
| BOKF | BOK Financial Corporation | 57.3 | ¤6,458 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 63.3 | 30 | US |
| AFL | Aflac Incorporated | 38.9 | 29 | US |
| BOKF | BOK Financial Corporation | 57.3 | 29 | US |
| EWBC | East West Bancorp, Inc. | 68.1 | 29 | US |
| UNM | Unum Group | 47.6 | 27 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 49.6 | 25 | US |
| RLI | RLI Corp. | 57.4 | 24 | US |
| AXP | American Express Company | 55.0 | 23 | US |
| PNC | PNC Financial Services Group, Inc. | 63.7 | 23 | US |
| RF | Regions Financial Corporation | 67.9 | 23 | US |
| Average Market Cap | ¤61,207 |
| Median Market Cap | ¤24,085 |
| Avg. 3 Mo. Dollar Vol. | ¤387,229,386 |
| Avg. 3 Mo. Trading Vol. | 3,625,732 |
| 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.) | 11.9 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 53.0% |
| Avg. Op. Income Chg. - 3 Yr. | 18.7% |
| Avg. EPS Growth - 3 Yr. | 6.3% |
| Avg. EPS Growth - 1 Yr. | 15.0% |
| Avg. Operating Margin | 22.4% |
| Avg. LT Debt to Total Capital | 37.7% |
| Avg. Return on Equity | 14.8% |
| Dividend Yield | 1.8% |
| US Financials Index | 57.05 |
| United States Of America | 87.5% |
| Bermuda | 3.75% |
| Canada | 3.75% |
| Ireland | 2.5% |
| United Kingdom | 1.25% |
