Invesco KBW Bank ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Invesco KBW Bank ETF KBWB
Morningstar’s Analysis KBWB
Will KBWB outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JPMorgan Chase & Co | 8.09 | 505M | Financial Services |
Wells Fargo & Co | 8.07 | 503M | Financial Services |
Morgan Stanley | 7.73 | 482M | Financial Services |
The Goldman Sachs Group Inc | 7.62 | 476M | Financial Services |
Bank of America Corp | 7.52 | 469M | Financial Services |
Citigroup Inc | 4.23 | 264M | Financial Services |
Fifth Third Bancorp | 4.10 | 256M | Financial Services |
Truist Financial Corp | 4.06 | 253M | Financial Services |
U.S. Bancorp | 4.05 | 252M | Financial Services |
PNC Financial Services Group Inc | 4.00 | 249M | Financial Services |