| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 62.0 | ¤843,926 | US |
| BAC | Bank of America Corp | 52.9 | ¤374,644 | US |
| WFC | Wells Fargo & Company | 56.6 | ¤260,952 | US |
| GS | Goldman Sachs Group, Inc. | 47.6 | ¤236,140 | US |
| AXP | American Express Company | 53.8 | ¤226,377 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| RLI | RLI Corp. | 57.4 | ¤6,142 | US |
| PB | Prosperity Bancshares, Inc.(R) | 53.4 | ¤6,445 | US |
| THG | Hanover Insurance Group, Inc. | 62.5 | ¤6,452 | US |
| HLNE | Hamilton Lane Incorporated Class A | 64.6 | ¤6,529 | US |
| MTG | MGIC Investment Corporation | 54.4 | ¤6,554 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 62.0 | 30 | US |
| AFL | Aflac Incorporated | 43.5 | 29 | US |
| BOKF | BOK Financial Corporation | 56.6 | 29 | US |
| EWBC | East West Bancorp, Inc. | 66.6 | 29 | US |
| UNM | Unum Group | 51.5 | 27 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 62.3 | 25 | US |
| RLI | RLI Corp. | 57.4 | 24 | US |
| AXP | American Express Company | 53.8 | 23 | US |
| PNC | PNC Financial Services Group, Inc. | 63.4 | 23 | US |
| RF | Regions Financial Corporation | 67.8 | 23 | US |
| Average Market Cap | ¤63,559 |
| Median Market Cap | ¤24,496 |
| Avg. 3 Mo. Dollar Vol. | ¤407,973,261 |
| Avg. 3 Mo. Trading Vol. | 3,708,321 |
| Last Rebalance Date | 03/24/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 15.2 |
| Forward P/E Ratio (12 Mo.) | 12.4 |
| Price/Book Ratio | 2.1 |
| Avg. Revenue Chg. - 3 Yr | 53.0% |
| Avg. Op. Income Chg. - 3 Yr. | 18.4% |
| Avg. EPS Growth - 3 Yr. | 6.3% |
| Avg. EPS Growth - 1 Yr. | 15.2% |
| Avg. Operating Margin | 22.0% |
| Avg. LT Debt to Total Capital | 37.6% |
| Avg. Return on Equity | 14.8% |
| Dividend Yield | 1.7% |
| US Financials Index | 57.52 |
| United States Of America | 87.5% |
| Bermuda | 3.75% |
| Canada | 3.75% |
| Ireland | 2.5% |
| United Kingdom | 1.25% |
