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Invesco KBW Bank ETF KBWB

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis KBWB

Will KBWB outperform in future?

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

Invesco KBW Bank ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings KBWB

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 60.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley

8.24 132.6 Mil
Financial Services

The Goldman Sachs Group Inc

8.08 130.1 Mil
Financial Services

Bank of America Corp

8.05 129.6 Mil
Financial Services

JPMorgan Chase & Co

7.88 126.8 Mil
Financial Services

Wells Fargo & Co

7.73 124.5 Mil
Financial Services

Truist Financial Corp

4.12 66.3 Mil
Financial Services

PNC Financial Services Group Inc

4.12 66.2 Mil
Financial Services

Citigroup Inc

4.06 65.3 Mil
Financial Services

U.S. Bancorp

3.98 64.1 Mil
Financial Services

Bank of New York Mellon Corp

3.97 63.9 Mil
Financial Services