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 | 8.15 | 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 |