| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 67.4 | ¤846,840 | US |
| V | Visa Inc. Class A | 64.4 | ¤661,401 | US |
| MA | Mastercard Incorporated Class A | 64.3 | ¤505,560 | US |
| BAC | Bank of America Corp | 52.9 | ¤361,904 | US |
| WFC | Wells Fargo & Company | 57.0 | ¤252,816 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| OMF | OneMain Holdings, Inc. | 60.6 | ¤6,331 | US |
| PNFP | Pinnacle Financial Partners, Inc. | 65.9 | ¤6,871 | US |
| AXS | Axis Capital Holdings Limited | 61.0 | ¤7,609 | BM |
| CBSH | Commerce Bancshares, Inc. | 66.5 | ¤7,719 | US |
| ZION | Zions Bancorporation NA | 61.5 | ¤7,948 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 67.4 | 31 | US |
| EWBC | East West Bancorp, Inc. | 66.8 | 30 | US |
| UNM | Unum Group | 51.5 | 28 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 63.0 | 26 | US |
| AXP | American Express Company | 53.8 | 24 | US |
| PNC | PNC Financial Services Group, Inc. | 63.4 | 24 | US |
| RF | Regions Financial Corporation | 69.3 | 24 | US |
| FITB | Fifth Third Bancorp | 57.3 | 23 | US |
| WTFC | Wintrust Financial Corporation | 67.3 | 23 | US |
| CMA | Comerica Incorporated | 58.7 | 22 | US |
| Average Market Cap | ¤76,605 |
| Median Market Cap | ¤25,418 |
| Avg. 3 Mo. Dollar Vol. | ¤470,047,551 |
| Avg. 3 Mo. Trading Vol. | 4,850,943 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 14.0 |
| Forward P/E Ratio (12 Mo.) | 12.7 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 51.3% |
| Avg. Op. Income Chg. - 3 Yr. | 29.9% |
| Avg. EPS Growth - 3 Yr. | 9.2% |
| Avg. EPS Growth - 1 Yr. | 15.4% |
| Avg. Operating Margin | 22.6% |
| Avg. LT Debt to Total Capital | 37.0% |
| Avg. Return on Equity | 15.5% |
| Dividend Yield | 1.6% |
| US Financials Index | 59.34 |
| United States Of America | 90.0% |
| Bermuda | 3.75% |
| Canada | 2.5% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
