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

8.15 508M
Financial Services

Wells Fargo & Co

8.09 504M
Financial Services

Morgan Stanley

7.68 478M
Financial Services

The Goldman Sachs Group Inc

7.61 474M
Financial Services

Bank of America Corp

7.56 471M
Financial Services

Citigroup Inc

4.20 262M
Financial Services

Fifth Third Bancorp

4.08 254M
Financial Services

Truist Financial Corp

4.07 253M
Financial Services

U.S. Bancorp

4.06 253M
Financial Services

PNC Financial Services Group Inc

4.01 250M
Financial Services

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