| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 65.5 | ¤703,332 | US |
| BAC | Bank of America Corp | 51.0 | ¤314,757 | US |
| WFC | Wells Fargo & Company | 57.2 | ¤235,765 | US |
| AXP | American Express Company | 55.9 | ¤199,325 | US |
| GS | Goldman Sachs Group, Inc. | 45.3 | ¤174,010 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| LNC | Lincoln National Corp | 42.7 | ¤5,694 | US |
| JHG | Janus Henderson Group PLC | 62.2 | ¤5,729 | GB |
| THG | Hanover Insurance Group, Inc. | 52.5 | ¤5,986 | US |
| BOKF | BOK Financial Corporation | 57.6 | ¤6,122 | US |
| MTG | MGIC Investment Corporation | 59.1 | ¤6,214 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| DFS | Discover Financial Services | 58.6 | 30 | US |
| JPM | JPMorgan Chase & Co. | 65.5 | 30 | US |
| AFL | Aflac Incorporated | 37.5 | 29 | US |
| BOKF | BOK Financial Corporation | 57.6 | 29 | US |
| EWBC | East West Bancorp, Inc. | 73.8 | 29 | US |
| UNM | Unum Group | 49.1 | 27 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 64.5 | 25 | US |
| RLI | RLI Corp. | 46.4 | 24 | US |
| AXP | American Express Company | 55.9 | 23 | US |
| PNC | PNC Financial Services Group, Inc. | 55.0 | 23 | US |
| Average Market Cap | ¤54,151 |
| Median Market Cap | ¤20,220 |
| Avg. 3 Mo. Dollar Vol. | ¤370,368,244 |
| Avg. 3 Mo. Trading Vol. | 3,831,256 |
| Last Rebalance Date | 03/24/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.8 |
| Forward P/E Ratio (12 Mo.) | 11.4 |
| Price/Book Ratio | 1.9 |
| Avg. Revenue Chg. - 3 Yr | 50.3% |
| Avg. Op. Income Chg. - 3 Yr. | 6.6% |
| Avg. EPS Growth - 3 Yr. | 3.4% |
| Avg. EPS Growth - 1 Yr. | 11.1% |
| Avg. Operating Margin | 20.8% |
| Avg. LT Debt to Total Capital | 38.5% |
| Avg. Return on Equity | 15.4% |
| Dividend Yield | 1.8% |
| US Financials Index | 55.56 |
| United States Of America | 88.75% |
| Bermuda | 3.75% |
| Canada | 3.75% |
| Ireland | 2.5% |
| United Kingdom | 1.25% |
