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Banking

TradingKey Investment ResearchUpdated：2026-01-17

This strategy focuses on the "Game-changers" and "Challengers" within the traditional banking sector. In the current times, not all banks benefit equally. This portfolio features banks that excel in digital transformation, have a strong presence in high-growth markets such as emerging markets, or leverage unique fintech capabilities to leapfrog competitors. These banks are capturing market share from traditional giants, demonstrating growth rates that significantly exceed the industry average.

Risk Warning: The information on this page is based on publicly available data from the securities market or historical data of investment products. The dimensions of the indicators have limitations and do not represent the future performance of the products. This information is for investors' reference only and does not constitute investment advice. Any actions taken based on this information are at your own risk.

Historical Return

Cumulative Return+280.43%

Annualized Return+36.64%

5Y

5-Year Performance+257.40%

Current Holdings

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No.

Name

Price

Chg %

Industry

Score

Citigroup Inc

112.850

-4.40%

Investment Banking & Investment Services

7.08

Coastal Financial Corp (EVERETT)

CCB

109.730

-2.93%

Banking Services

7.5

Customers Bancorp Inc

CUBI

75.400

-3.90%

Banking Services

7.86

Esquire Financial Holdings Inc

ESQ

105.190

-1.50%

Banking Services

7.56

Evercore Inc

EVR

366.570

-3.24%

Investment Banking & Investment Services

7.81

First Capital Inc

FCAP

48.710

-1.79%

Banking Services

4.57

Franklin Financial Services Corp

FRAF

50.730

-4.55%

Banking Services

5.47

Freedom Holding Corp

FRHC

122.570

-2.72%

Investment Banking & Investment Services

5.45

Goldman Sachs Group Inc

943.370

-1.94%

Investment Banking & Investment Services

7.5

Houlihan Lokey Inc

HLI

189.460

-0.23%

Investment Banking & Investment Services

7.75

JPMorgan Chase & Co

JPM

302.790

-3.10%

Banking Services

6.82

PennyMac Financial Services Inc

PFSI

150.510

-5.61%

Banking Services

7.36

Piper Sandler Companies

PIPR

367.515

-2.33%

Investment Banking & Investment Services

7.38

PJT Partners Inc

PJT

187.350

-0.40%

Investment Banking & Investment Services

7.36

Virtu Financial Inc

VIRT

36.640

-0.68%

Investment Banking & Investment Services

7.78

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