| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 67.0 | ¤855,502 | US |
| V | Visa Inc. Class A | 63.9 | ¤656,466 | US |
| MA | Mastercard Incorporated Class A | 64.4 | ¤495,685 | US |
| BAC | Bank of America Corp | 57.4 | ¤390,319 | US |
| WFC | Wells Fargo & Company | 69.9 | ¤273,006 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| PNFP | Pinnacle Financial Partners, Inc. | 62.5 | ¤6,609 | US |
| OMF | OneMain Holdings, Inc. | 67.0 | ¤6,969 | US |
| CBSH | Commerce Bancshares, Inc. | 62.3 | ¤7,023 | US |
| AXS | Axis Capital Holdings Limited | 71.1 | ¤7,215 | BM |
| ZION | Zions Bancorporation NA | 65.9 | ¤7,694 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 67.0 | 31 | US |
| EWBC | East West Bancorp, Inc. | 74.2 | 30 | US |
| UNM | Unum Group | 51.0 | 28 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 63.0 | 26 | US |
| AXP | American Express Company | 63.5 | 24 | US |
| PNC | PNC Financial Services Group, Inc. | 60.8 | 24 | US |
| RF | Regions Financial Corporation | 67.9 | 24 | US |
| FITB | Fifth Third Bancorp | 58.0 | 23 | US |
| WTFC | Wintrust Financial Corporation | 68.0 | 23 | US |
| CMA | Comerica Incorporated | 54.5 | 22 | US |
| Average Market Cap | ¤76,761 |
| Median Market Cap | ¤25,705 |
| Avg. 3 Mo. Dollar Vol. | ¤459,900,679 |
| Avg. 3 Mo. Trading Vol. | 4,803,122 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 13.0 |
| Forward P/E Ratio (12 Mo.) | 12.0 |
| Price/Book Ratio | 1.9 |
| Avg. Revenue Chg. - 3 Yr | 45.7% |
| Avg. Op. Income Chg. - 3 Yr. | 31.1% |
| Avg. EPS Growth - 3 Yr. | 11.8% |
| Avg. EPS Growth - 1 Yr. | 16.6% |
| Avg. Operating Margin | 23.4% |
| Avg. LT Debt to Total Capital | 36.0% |
| Avg. Return on Equity | 15.1% |
| Dividend Yield | 1.6% |
| US Financials Index | 59.85 |
| United States Of America | 90.0% |
| Bermuda | 3.75% |
| Canada | 2.5% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
