Invesco KBW Bank ETF KBWB

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWB

Will KBWB outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings KBWB

  • 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

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