| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 60.5 | ¤834,155 | US |
| V | Visa Inc. Class A | 58.8 | ¤634,475 | US |
| MA | Mastercard Incorporated Class A | 66.5 | ¤488,410 | US |
| BAC | Bank of America Corp | 56.6 | ¤387,617 | US |
| WFC | Wells Fargo & Company | 64.9 | ¤280,313 | US |
| Symbol | Name | Grade | Market Cap | Country |
|---|---|---|---|---|
| HQY | HealthEquity Inc | 53.1 | ¤7,140 | US |
| OMF | OneMain Holdings, Inc. | 66.8 | ¤7,782 | US |
| CBSH | Commerce Bancshares, Inc. | 61.0 | ¤7,874 | US |
| AXS | Axis Capital Holdings Limited | 66.3 | ¤8,016 | BM |
| MORN | Morningstar, Inc. | 63.3 | ¤8,277 | US |
| Symbol | Name | Grade | Times* | Country |
|---|---|---|---|---|
| JPM | JPMorgan Chase & Co. | 60.5 | 31 | US |
| EWBC | East West Bancorp, Inc. | 66.7 | 30 | US |
| UNM | Unum Group | 39.5 | 28 | US |
| FCNCA | First Citizens BancShares, Inc. Class A | 57.4 | 26 | US |
| AXP | American Express Company | 62.0 | 24 | US |
| PNC | PNC Financial Services Group, Inc. | 62.0 | 24 | US |
| RF | Regions Financial Corporation | 60.1 | 24 | US |
| FITB | Fifth Third Bancorp | 62.4 | 23 | US |
| WTFC | Wintrust Financial Corporation | 68.7 | 23 | US |
| CMA | Comerica Incorporated | 61.1 | 22 | US |
| Average Market Cap | ¤77,691 |
| Median Market Cap | ¤27,228 |
| Avg. 3 Mo. Dollar Vol. | ¤437,658,494 |
| Avg. 3 Mo. Trading Vol. | 4,286,087 |
| Last Rebalance Date | 09/22/2025 |
| Companies Replaced | 23 |
| Biggest Sector Increase | Financials |
| Biggest Sector Decrease | Financials |
| Trailing P/E Ratio (12 Mo.) | 14.2 |
| Forward P/E Ratio (12 Mo.) | 12.9 |
| Price/Book Ratio | 2.0 |
| Avg. Revenue Chg. - 3 Yr | 44.0% |
| Avg. Op. Income Chg. - 3 Yr. | 38.5% |
| Avg. EPS Growth - 3 Yr. | 11.0% |
| Avg. EPS Growth - 1 Yr. | 16.6% |
| Avg. Operating Margin | 23.9% |
| Avg. LT Debt to Total Capital | 35.3% |
| Avg. Return on Equity | 15.8% |
| Dividend Yield | 1.6% |
| US Financials Index | 60.08 |
| United States Of America | 88.75% |
| Bermuda | 3.75% |
| Canada | 2.5% |
| Ireland | 2.5% |
| Switzerland | 1.25% |
