| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 68.6 | ¤645,545 | US |
| BAC | Bank of America Corp | 56.7 | ¤282,823 | US |
| WFC | Wells Fargo & Company | 60.0 | ¤211,288 | US |
| AXP | American Express Company | 54.6 | ¤176,196 | US |
| GS | Goldman Sachs Group, Inc. | 51.3 | ¤158,344 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JHG | Janus Henderson Group PLC | 62.6 | ¤4,840 | GB |
| LNC | Lincoln National Corp | 62.8 | ¤5,167 | US |
| THG | Hanover Insurance Group, Inc. | 55.0 | ¤5,826 | US |
| MTG | MGIC Investment Corporation | 56.5 | ¤5,828 | US |
| BOKF | BOK Financial Corporation | 56.1 | ¤5,860 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| DFS | Discover Financial Services | 55.6 | 30 | US |
| JPM | JPMorgan Chase & Co. | 68.6 | 30 | US |
| AFL | Aflac Incorporated | 55.4 | 29 | US |
| BOKF | BOK Financial Corporation | 56.1 | 29 | US |
| EWBC | East West Bancorp, Inc. | 71.8 | 29 | US |
| UNM | Unum Group | 63.5 | 27 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 66.7 | 25 | US |
| RLI | RLI Corp. | 52.3 | 24 | US |
| AXP | American Express Company | 54.6 | 23 | US |
| PNC | PNC Financial Services Group, Inc. | 56.6 | 23 | US |
| Average Market Cap | ¤50,018 |
| Median Market Cap | ¤18,183 |
| Avg. 3 Mo. Dollar Vol. | ¤377,458,270 |
| Avg. 3 Mo. Trading Vol. | 3,766,759 |
| Last Rebalance Date | 03/24/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 12.0 |
| Forward P/E Ratio (12 Mo.) | 11.0 |
| Price/Book Ratio | 1.7 |
| Avg. Revenue Chg. - 3 Yr | 50.5% |
| Avg. Op. Income Chg. - 3 Yr. | 14.6% |
| Avg. EPS Growth - 3 Yr. | 4.9% |
| Avg. EPS Growth - 1 Yr. | 11.3% |
| Avg. Operating Margin | 23.3% |
| Avg. LT Debt to Total Capital | 40.0% |
| Avg. Return on Equity | 16.3% |
| Dividend Yield | 1.9% |
| US Financials Index | 58.7 |
| United States Of America | 88.75% |
| Bermuda | 3.75% |
| Canada | 3.75% |
| Ireland | 2.5% |
| United Kingdom | 1.25% |
